Grundlæggende statistik
| Institutionelle ejere | 2386 total, 2384 long only, 0 short only, 2 long/short - change of 4,92% MRQ |
| Gennemsnitlig porteføljeallokering | 0.8336 % - change of -1,76% MRQ |
| Institutionelle aktier (lange) | 212.457.595 (ex 13D/G) - change of 1,98MM shares 0,94% MRQ |
| Institutionel værdi (lang) | $ 59.282.874 USD ($1000) |
Institutionelt ejerskab og aktionærer
Vanguard Index Funds - Vanguard Mid-Cap ETF (US:VO) har 2386 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 212,457,595 aktier. Største aktionærer omfatter Wells Fargo & Company/mn, Jones Financial Companies Lllp, Bank Of America Corp /de/, Morgan Stanley, Creative Planning, Raymond James Financial Inc, Northwestern Mutual Wealth Management Co, UBS Group AG, Us Bancorp \de\, and Ameriprise Financial Inc .
Vanguard Index Funds - Vanguard Mid-Cap ETF (ARCA:VO) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
The share price as of April 29, 2026 is 75,88 / share. Previously, on April 30, 2025, the share price was 64,02 / share. This represents an increase of 18,52% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
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Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 602.087 | -50,15 | 174.738 | -50,75 | ||||
| 2026-01-23 | 13F | LOM Asset Management Ltd | 6.027 | -26,79 | 1.749 | -27,67 | ||||
| 2026-04-06 | 13F | Trust Co of the South | 87.750 | -5,11 | 25.200 | -6,10 | ||||
| 2026-02-23 | 13F | Wealth Preservation Advisors, LLC | 281 | 0,00 | 82 | -1,22 | ||||
| 2026-02-04 | 13F | GGM Financials LLC | 590 | 112,23 | 171 | 111,11 | ||||
| 2026-04-15 | 13F | Adamsbrown Wealth Consultants Llc | 3.054 | 0,63 | 877 | -0,34 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 10.307 | 64,41 | 2.991 | 62,47 | ||||
| 2025-11-14 | 13F | Evelyn Partners Investment Management LLP | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 38.673 | -1,54 | 11.106 | -2,57 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 108.331 | -0,58 | 31.440 | -1,77 | ||||
| 2026-01-26 | 13F | Main Street Group, LTD | 0 | -100,00 | 0 | |||||
| 2026-02-24 | 13F | MidFirst Bank | 2.945 | 855 | ||||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 1.421 | 0,07 | 408 | -0,97 | ||||
| 2026-02-10 | 13F | Anchor Capital Advisors Llc | 1.908 | 554 | ||||||
| 2026-02-13 | 13F | SYM FINANCIAL Corp | 1.177 | 3,70 | 342 | 2,40 | ||||
| 2026-02-11 | 13F | Clifford Swan Investment Counsel Llc | 1.266 | 4,11 | 367 | 2,80 | ||||
| 2026-01-28 | 13F | West Michigan Advisors, Llc | 1.136 | 2,07 | 330 | 0,30 | ||||
| 2026-04-21 | 13F | Financial Planning Navigators CORP | 4.154 | -1,02 | 1.193 | -2,13 | ||||
| 2026-01-28 | 13F | Fischer Investment Strategies, Llc | 2.049 | -42,57 | 595 | -43,27 | ||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 14.734 | 6,35 | 4.276 | 5,09 | ||||
| 2026-04-21 | 13F | Tenon Financial LLC | 845 | 243 | ||||||
| 2026-02-10 | 13F | Verus Capital Partners, Llc | 10.689 | -8,56 | 3.102 | -9,64 | ||||
| 2026-04-22 | 13F | Carroll Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | von Borstel & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Vicus Capital | 1.257 | 9,49 | 361 | 8,11 | ||||
| 2026-04-08 | 13F | Thompson Investment Management, Inc. | 45 | 0,00 | 13 | -7,69 | ||||
| 2026-04-23 | 13F | 3Chopt Investment Partners, LLC | 4.368 | 0,00 | 1.254 | -1,03 | ||||
| 2026-04-10 | 13F | Atala Financial Inc | 2.034 | 0,00 | 589 | -0,34 | ||||
| 2026-04-22 | 13F | Retirement Guys Formula Llc | 14.962 | 3,84 | 4.297 | 2,75 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 18.346 | 38,80 | 5.325 | 37,15 | ||||
| 2026-01-26 | 13F | Key Capital Management, INC | 327 | 95 | ||||||
| 2026-04-17 | 13F | Capital Squared Financial LLC | 4.007 | 18,27 | 1.163 | 16,78 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Put | 6.100 | 12,96 | 1.770 | 11,60 | |||
| 2026-02-17 | 13F | Citadel Advisors Llc | Call | 6.400 | 3,23 | 1.857 | 1,98 | |||
| 2026-02-04 | 13F | Wsfs Capital Management, Llc | 3.610 | -4,22 | 1.048 | -5,42 | ||||
| 2026-04-13 | 13F | Bank of New Hampshire | 38.272 | -0,97 | 10.991 | -2,01 | ||||
| 2026-02-11 | 13F | WESCAP Management Group, Inc. | 12.505 | -0,64 | 3.629 | -1,81 | ||||
| 2026-02-17 | 13F | Prosperity Bancshares Inc | 3.205 | 930 | ||||||
| 2026-04-23 | 13F | Sawyer & Company, Inc | 247 | 0,41 | 71 | -1,41 | ||||
| 2026-01-28 | 13F | CAPROCK Group, Inc. | 58.150 | 1,84 | 16.876 | 1,95 | ||||
| 2026-01-27 | 13F | BankPlus Trust Department | 286 | 4,00 | 83 | 3,75 | ||||
| 2026-01-12 | 13F | World Equity Group, Inc. | 3.033 | 2,43 | 880 | 1,27 | ||||
| 2026-02-05 | 13F | Conning Inc. | 10.535 | 0,00 | 3.057 | -1,20 | ||||
| 2026-02-17 | 13F | Per Stirling Capital Management, LLC. | 2.659 | 2,86 | 772 | 1,58 | ||||
| 2026-02-10 | 13F | Basepoint Wealth LLC | 203 | 59 | ||||||
| 2026-02-13 | 13F | Archetype Wealth Partners | 40.011 | -0,39 | 12 | 0,00 | ||||
| 2026-02-13 | 13F | Vivaldi Capital Management, LLC | 7.175 | -3,11 | 2.082 | -4,28 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 6.181.162 | 2,56 | 1.793.897 | 1,33 | ||||
| 2026-02-10 | 13F | Calton & Associates, Inc. | 899 | 0,11 | 261 | -0,76 | ||||
| 2026-02-11 | 13F | Napier Financial, LLC | 56.667 | 16.446 | ||||||
| 2026-04-21 | 13F | Dougherty Wealth Advisers LLC | 200 | 0,00 | 57 | -1,72 | ||||
| 2026-04-21 | 13F | Compass Advisory Group LLC | 1.129 | 0,44 | 324 | -0,61 | ||||
| 2026-02-09 | 13F | Smithfield Trust Co | 252.205 | -1,11 | 73 | -1,35 | ||||
| 2026-02-17 | 13F | Stokes Family Office, LLC | 2.036 | -16,14 | 591 | -17,25 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 148.780 | 6,12 | 42.727 | 5,01 | ||||
| 2026-02-17 | 13F | Riverview Capital Advisers, LLC | 54.636 | 0,59 | 15.857 | -0,61 | ||||
| 2026-02-03 | 13F | Patten & Patten Inc/tn | 1.532 | 0,00 | 445 | -1,33 | ||||
| 2026-02-11 | 13F | Manchester Capital Management LLC | 33.295 | 9.663 | ||||||
| 2026-01-23 | 13F | Avion Wealth | 44.854 | 12,68 | 13 | 18,18 | ||||
| 2026-04-24 | 13F | Old Peak Finance LLC | 1.934 | -2,27 | 555 | -3,31 | ||||
| 2026-04-22 | 13F | tru Independence LLC | 1.039 | 0,29 | 298 | -0,67 | ||||
| 2026-04-23 | 13F | Seek First Inc. | 3.717 | 0,38 | 1.067 | -0,65 | ||||
| 2026-04-14 | 13F | Drive Wealth Management, Llc | 36.324 | 3,63 | 10.432 | 2,55 | ||||
| 2026-02-06 | 13F | Principle Wealth Partners Llc | 31.380 | 2,36 | 9.107 | 1,13 | ||||
| 2026-01-15 | 13F | Nikulski Financial, Inc. | 23.661 | -21,12 | 6.867 | -22,10 | ||||
| 2026-02-10 | 13F | Operose Advisors LLC | 36.387 | -27,14 | 10.562 | -28,00 | ||||
| 2026-02-17 | 13F | Silvercrest Asset Management Group Llc | 1.155 | 0,00 | 335 | -1,18 | ||||
| 2026-04-21 | 13F | Maseco Llp | 187 | -4,59 | 54 | -5,36 | ||||
| 2026-02-12 | 13F | Conservest Capital Advisors, Inc. | 14.015 | -2,08 | 4.068 | -3,24 | ||||
| 2026-02-13 | 13F | Meridian Wealth Partners, LLC | 1.871 | 6,13 | 543 | 5,03 | ||||
| 2026-02-10 | 13F | EagleClaw Capital Managment, LLC | 4.765 | 0,00 | 1.383 | -1,22 | ||||
| 2026-02-13 | 13F | OpenArc Corporate Advisory, LLC | 2.006 | 582 | ||||||
| 2026-04-13 | 13F | Mlp3, Llc | 1.495 | 0,00 | 429 | -0,92 | ||||
| 2026-04-28 | 13F | Winthrop Capital Management, LLC | 2.188 | 0,00 | 1 | |||||
| 2026-04-21 | 13F | Red Tortoise LLC | 6 | 0,00 | 2 | 0,00 | ||||
| 2026-02-13 | 13F | United Bank | 29.279 | 0,00 | 8.497 | -1,20 | ||||
| 2026-04-24 | 13F | Luminist Capital LLC | 5.120 | 5,11 | 1.470 | 4,03 | ||||
| 2026-04-14 | 13F | Papp L Roy & Associates | 2.915 | 0,10 | 837 | -0,95 | ||||
| 2026-02-06 | 13F | Frisch Financial Group, Inc. | 36.471 | -0,87 | 10.585 | -2,41 | ||||
| 2026-02-02 | 13F | Astra Wealth Partners LLC | 2.520 | -3,08 | 731 | -4,19 | ||||
| 2026-04-09 | 13F | Peterson Wealth Advisors, LLC | 2.817 | 0,25 | 809 | -0,86 | ||||
| 2026-04-08 | 13F | DiNuzzo Private Wealth, Inc. | 120 | 0,00 | 34 | 0,00 | ||||
| 2026-02-12 | 13F | Ardent Capital Management, Inc. | 3.680 | 0,00 | 1.068 | -1,11 | ||||
| 2026-02-13 | 13F | River Wealth Advisors LLC | 1.596 | -1,91 | 463 | -2,94 | ||||
| 2026-04-10 | 13F | Capital Advantage, Inc. | 20.599 | 7,88 | 5.916 | 6,75 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 46.917 | 5,32 | 13.474 | 4,22 | ||||
| 2026-04-21 | 13F | Willow Financial LLC | 2.692 | 0,00 | 773 | -1,02 | ||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 1.974 | 0,41 | 567 | -0,70 | ||||
| 2026-02-12 | 13F | StoneX Group Inc. | 19.073 | -0,05 | 5.539 | -1,53 | ||||
| 2026-01-26 | 13F | Riverview Trust Co | 3.906 | 8,74 | 1.134 | 7,39 | ||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 529 | 152 | ||||||
| 2026-02-05 | 13F | Mason & Associates Inc | 19.892 | 88,51 | 5.773 | 86,29 | ||||
| 2026-02-05 | 13F | Barr E S & Co | 885 | 18,00 | 257 | 16,36 | ||||
| 2026-01-26 | 13F | Sather Financial Group Inc | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Bull Oak Capital, LLC | 9.807 | -7,19 | 2.846 | -8,28 | ||||
| 2026-02-27 | 13F | Compass Financial Services Inc | 875 | 0,69 | 254 | -0,39 | ||||
| 2026-02-17 | 13F | Cahill Financial Advisors Inc | 53.990 | 104,70 | 15.669 | 102,26 | ||||
| 2026-01-26 | 13F | Thomasville National Bank | 2.355 | -7,21 | 683 | -8,32 | ||||
| 2026-02-02 | 13F | Breakwater Investment Management | 404 | 0,00 | 117 | -0,85 | ||||
| 2026-04-09 | 13F | VERITY Wealth Advisors | 1.432 | 0,28 | 411 | -0,72 | ||||
| 2026-04-27 | 13F | Benchmark Financial Wealth Advisors, LLC | 16.919 | -2,02 | 4.859 | -3,05 | ||||
| 2026-04-16 | 13F | Rockland Trust Co | 6.758 | -3,80 | 1.941 | -4,81 | ||||
| 2026-04-17 | 13F | Cache Advisors, LLC | 160 | 46 | ||||||
| 2026-02-11 | 13F | Milestone Investment Advisors LLC | 34.246 | -0,49 | 9.939 | -1,69 | ||||
| 2026-01-28 | 13F | Salomon & Ludwin, LLC | 14.799 | 0,42 | 4.381 | 0,69 | ||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 28.922 | 2,14 | 8.394 | 0,91 | ||||
| 2026-02-17 | 13F | Hancock Whitney Corp | 3.507 | 0,00 | 1.018 | -1,26 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 10.265 | 9,12 | 2.979 | 7,82 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 22.607 | -2,10 | 6.492 | -3,13 | ||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 3.531 | -2,03 | 1.014 | -2,97 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 16.666 | 181,24 | 4.786 | 178,42 | ||||
| 2026-04-29 | 13F | Am Investment Strategies Llc | 1.761 | 0,00 | 1 | |||||
| 2026-01-20 | 13F | ETF Portfolio Partners, Inc. | 2.058 | 0,00 | 597 | -1,16 | ||||
| 2026-04-21 | 13F/A | Madrid Wealth Management, LLC | 4.388 | -3,62 | 1.260 | -4,62 | ||||
| 2026-04-27 | 13F | CWS Financial Advisors, LLC | 10.939 | 1,58 | 3.141 | 0,51 | ||||
| 2026-02-09 | 13F | TrustBank | 320 | 93 | ||||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 1.334 | 111,08 | 383 | 109,29 | ||||
| 2026-02-09 | 13F | North Star Asset Management Inc | 1.585 | -5,93 | 460 | -7,09 | ||||
| 2026-04-24 | 13F | Livet Wealth, LLC | 2.348 | -9,83 | 674 | -10,73 | ||||
| 2026-02-02 | 13F | Horizon Investments, LLC | 135.191 | 10,10 | 39.235 | 8,78 | ||||
| 2025-11-05 | 13F | Lokken Investment Group LLC | 25.252 | 1,36 | 7.418 | 6,40 | ||||
| 2026-04-10 | 13F | Tounjian Advisory Partners, Llc | 916 | 0,44 | 263 | -0,76 | ||||
| 2026-04-21 | 13F | Valley Forge Investment Consultants Inc Adv | 2.137 | -12,95 | 614 | -13,90 | ||||
| 2026-04-10 | 13F | Harbor Group, Inc. | 6.024 | -7,92 | 1.730 | -8,90 | ||||
| 2026-04-09 | 13F | Rockingstone Advisors LLC | 16.690 | -0,06 | 4.793 | -1,09 | ||||
| 2026-02-05 | 13F | Pandi, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Traphagen Investment Advisors Llc | 2.784 | -0,07 | 799 | -1,11 | ||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 2.829 | -0,14 | 812 | -1,22 | ||||
| 2026-04-16 | 13F | Johnson Bixby & Associates, LLC | 25.354 | 3,84 | 7.281 | 2,75 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 121 | 0,00 | 0 | |||||
| 2026-04-06 | 13F | CX Institutional | 176.404 | -30,29 | 51 | -31,51 | ||||
| 2026-04-21 | 13F | Compass Planning Associates Inc | 6.090 | 18,00 | 1.749 | 16,83 | ||||
| 2026-04-29 | 13F | Advance Capital Management, Inc. | 2.338 | -0,72 | 671 | -1,76 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 38.163 | -38,53 | 11.076 | -36,25 | ||||
| 2026-02-26 | 13F | Anchor Investment Management, LLC | 7.121 | -0,14 | 2.067 | -1,34 | ||||
| 2026-02-10 | 13F | Options Solutions, Llc | 800 | 0,00 | 232 | -0,85 | ||||
| 2026-04-07 | 13F | Bath Savings Trust Co | 4.164 | 81,83 | 1.196 | 79,97 | ||||
| 2026-02-11 | 13F | Shared Vision Wealth Group LLC | 1.200 | 0,00 | 360 | 2,87 | ||||
| 2026-04-21 | 13F | Sage Financial Management Group, Inc. | 1.413 | -6,55 | 406 | -7,53 | ||||
| 2026-02-12 | 13F | Bank of Jackson Hole Trust | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 4.644 | 37,36 | 1.348 | 35,65 | ||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 8.317 | 0,16 | 2.388 | -0,87 | ||||
| 2026-04-14 | 13F | Searcy Financial Services Inc /adv | 101.588 | 2,99 | 29.174 | 1,92 | ||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 7.555 | -24,69 | 2.170 | -25,49 | ||||
| 2026-04-09 | 13F | Aletheian Wealth Advisors LLC | 1.028 | -24,74 | 295 | -26,43 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 68.163 | 5,00 | 19.575 | 3,90 | ||||
| 2026-04-22 | 13F | Riverbend Wealth Management, LLC | 5.789 | 4,03 | 1.662 | 2,91 | ||||
| 2026-04-15 | 13F | Planning Directions Inc | 6.350 | -11,03 | 1.824 | -11,97 | ||||
| 2026-02-10 | 13F | Linscomb & Williams, Inc. | 8.751 | -1,92 | 2.540 | -3,09 | ||||
| 2026-02-20 | 13F | Ruggaard & Associates LLC | 38.580 | -10,43 | 11.197 | -11,51 | ||||
| 2026-04-28 | 13F | McGuire Investment Group, LLC | 3.024 | 4,10 | 868 | 2,97 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 49.982 | -0,78 | 14.354 | -1,82 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 740.392 | 0,98 | 215.071 | 0,44 | ||||
| 2026-01-15 | 13F | Royal Fund Management, LLC | 7.571 | 24,26 | 2.205 | 22,92 | ||||
| 2026-01-29 | 13F | Quest 10 Wealth Builders, Inc. | 391 | -0,51 | 113 | -1,74 | ||||
| 2026-04-21 | 13F | Trueblood Wealth Management, LLC | 3.965 | 12,58 | 1.139 | 11,35 | ||||
| 2026-02-11 | 13F | Convergence Financial, LLC | 1.013 | -23,83 | 294 | -24,62 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 518.758 | 50,24 | 150.001 | 51,64 | ||||
| 2026-02-17 | 13F | North Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 554.178 | 0,28 | 160.834 | -0,92 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 250 | -1,96 | 0 | |||||
| 2026-02-04 | 13F | Dogwood Wealth Management LLC | 8.920 | 0,00 | 2.589 | -1,56 | ||||
| 2026-02-17 | 13F | Ballast Financial Advisors LLC | 897 | 260 | ||||||
| 2026-03-04 | 13F/A | Valpey Financial Services, LLC | 15.240 | 1,92 | 4.423 | 0,71 | ||||
| 2026-04-15 | 13F | Park Capital Management, LLC / WI | 2.087 | -0,14 | 599 | -1,16 | ||||
| 2026-02-13 | 13F | Whalerock Point Partners, Llc | 1.255 | 0,00 | 364 | -1,09 | ||||
| 2026-02-09 | 13F | Shufro Rose & Co Llc | 116.688 | 54,91 | 33.865 | 73,84 | ||||
| 2026-04-07 | 13F | Investment Partners Asset Management, Inc. | 1.271 | 0,00 | 365 | -0,82 | ||||
| 2026-04-28 | 13F | Goldstein Advisors, LLC | 4.244 | 27,68 | 1.219 | 26,35 | ||||
| 2026-04-14 | 13F | Retirement Management Systems Inc. | 30.809 | 19,55 | 8.848 | 18,29 | ||||
| 2026-04-23 | 13F | Members Wealth Llc | 44.714 | 387,88 | 3.425 | 24,68 | ||||
| 2026-04-16 | 13F | Consolidated Planning Corp | 822 | -51,56 | 236 | -52,03 | ||||
| 2026-04-27 | 13F | Beacon Advisors Holdings, Llc | 23.572 | 0,46 | 6.769 | -0,59 | ||||
| 2026-01-07 | 13F | Sagespring Wealth Partners, Llc | 63.415 | -4,57 | 18.404 | -5,72 | ||||
| 2025-11-05 | 13F | Financial & Tax Architects, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Community Trust & Investment Co | 3.926 | 0,00 | 1.127 | -1,05 | ||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 801 | 0,00 | 233 | -1,28 | ||||
| 2026-04-21 | 13F | Avaii Wealth Management, Llc | 1.314 | 0,00 | 377 | -1,05 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 14.957 | -1,70 | 4.528 | -0,70 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 1.691 | 0,54 | 486 | -0,61 | ||||
| 2026-04-22 | 13F | Bravera Wealth | 3.974 | 40,57 | 1.141 | 39,15 | ||||
| 2026-04-10 | 13F | Integris Wealth Management, LLC | 986 | 0,00 | 283 | -1,05 | ||||
| 2026-02-02 | 13F | Legacy Edge Advisors, LLC | 18.452 | 5.355 | ||||||
| 2026-04-21 | 13F | Fulcrum Wealth Advisors, Llc | 1.563 | -27,97 | 449 | -28,78 | ||||
| 2026-02-12 | 13F | Trace Wealth Advisors, LLC | 1.299 | 0,00 | 377 | -1,31 | ||||
| 2026-02-04 | 13F | Bensler, LLC | 1.013 | 0,00 | 294 | -1,35 | ||||
| 2026-04-24 | 13F | Boston Trust Walden Corp | 16.254 | -1,90 | 4.668 | -2,93 | ||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 116.327 | 6,65 | 33.407 | 1,70 | ||||
| 2026-02-13 | 13F | Bluedoor Private Wealth, Llc | 1.145 | 332 | ||||||
| 2026-01-28 | 13F | Cadinha & Co Llc | 1.150 | 0,00 | 334 | -1,19 | ||||
| 2026-01-29 | 13F | Mattern Capital Management, Llc | 770 | 0,00 | 223 | -1,33 | ||||
| 2026-04-13 | 13F | Allen Mooney & Barnes Investment Advisors LLC | 13.826 | 0,87 | 3.971 | -0,20 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 314.554 | 5,90 | 90.334 | 4,79 | ||||
| 2026-02-10 | 13F | Ellevest, Inc. | 27.165 | 3,66 | 7.884 | 2,42 | ||||
| 2026-04-09 | 13F | Goelzer Investment Management, Inc. | 9.147 | 0,00 | 2.627 | -1,06 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 61.051 | 8,56 | 17.718 | 7,26 | ||||
| 2026-01-05 | 13F | Commons Capital, Llc | 1.156 | 335 | ||||||
| 2026-04-23 | 13F | Wheelhouse Advisory Group LLC | 45.998 | 2,76 | 13.210 | 0,74 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 2.137.682 | 1,76 | 620.398 | 0,54 | ||||
| 2026-01-23 | 13F | Rede Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | Hanlon Investment Management, Inc. | 9.294 | -7,35 | 2.697 | -8,45 | ||||
| 2026-02-05 | 13F | High Note Wealth, LLC | 4.280 | -0,70 | 1.242 | -1,82 | ||||
| 2026-01-28 | 13F | Team Hewins, LLC | 897 | 0,00 | 260 | -1,52 | ||||
| 2026-02-13 | 13F | AlTi Global, Inc. | 7.541 | -6,32 | 2.189 | -7,76 | ||||
| 2026-02-19 | 13F | Atomi Financial Group, Inc. | 42.035 | 12,92 | 12.200 | 11,57 | ||||
| 2026-01-28 | 13F | Financial Symmetry Inc | 3.247 | 942 | ||||||
| 2026-01-21 | 13F | New Wave Wealth Advisors Llc | 6.628 | 1.924 | ||||||
| 2026-04-14 | 13F | Legacy Trust | 4.808 | -0,31 | 1.381 | -1,36 | ||||
| 2026-01-27 | 13F | Retirement Income Solutions, Inc | 14.018 | -2,58 | 4.068 | -3,74 | ||||
| 2026-04-23 | 13F | Balanced Wealth Group Llc | 918 | 0,77 | 264 | -1,50 | ||||
| 2026-04-29 | 13F | SilverOak Wealth Management LLC | 253.783 | 3,68 | 72.881 | 2,59 | ||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 5.992 | -49,11 | 1.739 | -49,71 | ||||
| 2026-04-09 | 13F | Wincap Financial Llc | 753 | 216 | ||||||
| 2026-04-22 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 5.905 | 13,73 | 1.696 | 12,55 | ||||
| 2026-04-22 | 13F | Monument Group Wealth Advisors, LLC | 856 | -4,89 | 246 | -6,13 | ||||
| 2026-02-06 | 13F | Addison Advisors LLC | 5.463 | -0,60 | 1.585 | -1,80 | ||||
| 2026-02-13 | 13F | First Trust Advisors Lp | 5.158 | -1,06 | 1.497 | -2,22 | ||||
| 2026-02-12 | 13F | JPL Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | Hamilton Point Investment Advisors, LLC | 144 | 42 | ||||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 47.339 | 29,35 | 13.739 | 27,80 | ||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 40 | 0,00 | 11 | 0,00 | ||||
| 2026-04-24 | 13F | Optas, LLC | 11.654 | -0,94 | 3.347 | -1,96 | ||||
| 2026-04-27 | 13F | Smith & Howard Wealth Management, LLC | Put | 0 | -100,00 | 0 | ||||
| 2026-04-29 | 13F | Orin Green Financial, LLC | 18.795 | 0,58 | 5.398 | -0,48 | ||||
| 2026-02-17 | 13F | XTX Topco Ltd | 1.154 | 335 | ||||||
| 2026-01-23 | 13F | Bowman & Co S.C. | 5.757 | 3,90 | 1.672 | 2,70 | ||||
| 2026-04-20 | 13F | Triangle Securities Wealth Management | 3.804 | 0,63 | 1.092 | -0,46 | ||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 40.976 | 382,58 | 11.892 | 376,82 | ||||
| 2026-02-10 | 13F | Peak Retirement Planning, Inc. | 5.413 | 61,20 | 1.571 | 59,23 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 5.911 | -0,64 | 1.698 | -1,68 | ||||
| 2026-01-30 | 13F | Fagan Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Beaumont Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-13 | 13F | Glenmede Investment Management, LP | 133.452 | 0,07 | 39.200 | 5,04 | ||||
| 2026-04-27 | 13F | Smith & Howard Wealth Management, LLC | 53.967 | 9,80 | 15.504 | 8,69 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | Call | 3.200 | -17,95 | 929 | -18,95 | |||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 10.341 | 3,58 | 2.970 | 2,49 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 143.176 | 2,77 | 42.701 | 5,61 | ||||
| 2026-04-21 | 13F | Huntleigh Advisors, Inc. | 2.059 | 18,13 | 591 | 17,03 | ||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 743 | -42,58 | 218 | -39,78 | ||||
| 2026-04-15 | 13F | Belleair Asset Management, LLC | 726 | 0,00 | 208 | -0,95 | ||||
| 2026-04-27 | 13F | DeDora Capital, Inc. | 8.073 | -0,90 | 2.318 | -1,95 | ||||
| 2026-03-04 | 13F | Rehmann Capital Advisory Group | 5.461 | -1,87 | 1.585 | -3,00 | ||||
| 2026-02-13 | 13F | Bakala Capital Management LLC | 2.548 | 1,31 | 740 | 0,14 | ||||
| 2026-01-20 | 13F | Ethos Financial Group, LLC | 31.801 | -5,00 | 9.229 | -6,15 | ||||
| 2026-02-13 | 13F | Cladis Investment Advisory, LLC | 1.590 | 0,00 | 461 | -1,28 | ||||
| 2026-04-23 | 13F | Folger Nolan Fleming Douglas Capital Management, Inc | 30.907 | -1,39 | 8.876 | -2,43 | ||||
| 2025-11-14 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | Hiley Hunt Wealth Management | 3.977 | 0,38 | 1.142 | -0,61 | ||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 2.514 | 0,56 | 730 | -0,68 | ||||
| 2026-04-16 | 13F | Baron Wealth Management LLC | 2.097 | -0,33 | 602 | -1,31 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 1.661 | -22,85 | 477 | -23,56 | ||||
| 2026-04-24 | 13F | Michels Family Financial, LLC | 1.067 | -3,96 | 306 | -4,97 | ||||
| 2026-02-13 | 13F | Resources Management Corp /ct/ /adv | 94 | 0,00 | 0 | |||||
| 2026-01-28 | 13F | Citizens & Northern Corp | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Abner Herrman & Brock Llc | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Astoria Portfolio Advisors LLC. | 7.296 | 311,51 | 559 | 4,89 | ||||
| 2026-01-23 | 13F | Valley Brook Capital Group, Inc. | 835 | 4,38 | 242 | 3,42 | ||||
| 2026-02-03 | 13F | Cheviot Value Management, LLC | 20 | 0,00 | 6 | 0,00 | ||||
| 2026-04-16 | 13F | Cornerstone Management, Inc. | 24.894 | 26,56 | 7.149 | 25,25 | ||||
| 2026-02-11 | 13F | Aufman Associates Inc | 2.906 | 0,41 | 844 | -0,82 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 2.041 | 8,80 | 586 | 7,72 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 2.820 | 818 | ||||||
| 2026-02-13 | 13F | Ariadne Wealth Management, LP | 1.850 | 0,00 | 552 | 3,77 | ||||
| 2026-02-10 | 13F | PCA Investment Advisory Services Inc. | 11.040 | 6,80 | 3.204 | 5,50 | ||||
| 2026-04-16 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 950 | -50,00 | 273 | -52,11 | ||||
| 2026-02-06 | 13F | Midwest Professional Planners, LTD. | 1.071 | 0,56 | 311 | -0,64 | ||||
| 2026-01-27 | 13F | Tme Financial, Inc. | 4.080 | 19,23 | 1.184 | 17,81 | ||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 3.511 | 0,09 | 1.008 | -0,98 | ||||
| 2026-02-18 | 13F | Plotkin Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Invictus Private Wealth, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Impact Capital Partners LLC | 4.299 | -7,43 | 1.235 | -8,39 | ||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 19.067 | 2,22 | 5.476 | 1,15 | ||||
| 2026-01-23 | 13F | Smith, Moore & Co. | 17.858 | 5,24 | 5.183 | 3,97 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 751 | 0,00 | 216 | -0,92 | ||||
| 2026-02-11 | 13F | Rise Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Sterling Capital Management LLC | 217 | -9,58 | 62 | -10,14 | ||||
| 2026-02-03 | 13F | Merrithew & Thorsten Inc | 1.020 | 0 | ||||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 49.414 | 2,62 | 14.191 | 1,54 | ||||
| 2026-04-15 | 13F | Client 1st Advisory Group, Llc | 1.661 | 0,00 | 477 | -1,04 | ||||
| 2026-03-06 | 13F | Redwood Family Wealth LLC | 5.165 | 1.499 | ||||||
| 2026-02-12 | 13F | Founders Financial Alliance, LLC | 2.647 | 5,00 | 768 | 3,78 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 12.323 | 125,28 | 3.539 | 123,00 | ||||
| 2026-04-29 | 13F | Unified Investment Management | 2.081 | 0,00 | 598 | -1,00 | ||||
| 2026-02-17 | 13F | one8zero8, LLC | 202 | 0,00 | 59 | -1,69 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | LMG Wealth Partners, LLC | 1.552 | -1,34 | 446 | -2,41 | ||||
| 2026-01-29 | 13F | Camelot Portfolios, LLC | 5.098 | -19,28 | 1.479 | -20,27 | ||||
| 2026-01-29 | 13F | New Century Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Romano Brothers And Company | 8.040 | 16,44 | 2.309 | 15,17 | ||||
| 2026-02-10 | 13F | American Money Management, LLC | 9.831 | -3,06 | 2.853 | -4,20 | ||||
| 2026-04-13 | 13F | Bouchey Financial Group Ltd | 118.112 | 1,50 | 35.226 | 4,31 | ||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 91 | 22,97 | 26 | 23,81 | ||||
| 2025-11-17 | 13F | First Foundation Advisors | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 18.876 | 17,44 | 5.421 | 16,21 | ||||
| 2026-02-12 | 13F | SWAN Capital LLC | 297 | 0,68 | 86 | 0,00 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 188.352 | 5,60 | 54.664 | 4,33 | ||||
| 2026-02-05 | 13F | RiverFront Investment Group, LLC | 2.503 | -3,47 | 726 | -4,60 | ||||
| 2026-02-06 | 13F | Cullen/frost Bankers, Inc. | 441.169 | 4,37 | 128.036 | 3,12 | ||||
| 2026-04-15 | 13F | Radnor Capital Management, LLC | 1.388 | 0,00 | 399 | -1,00 | ||||
| 2026-04-15 | 13F | Tribridge Partners Financial LLC | 60.187 | 3,67 | 17.452 | 3,58 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 622 | -2,66 | 179 | -3,78 | ||||
| 2026-02-06 | 13F | Copia Wealth Management | 1.832 | -0,27 | 532 | -1,48 | ||||
| 2026-02-17 | 13F | Core Wealth Advisors, Inc. | 52.582 | 0,98 | 15.260 | -0,23 | ||||
| 2026-04-22 | 13F | Brandywine Asset Management, Inc. | 1 | 0,00 | 0 | |||||
| 2026-02-12 | 13F | Wescott Financial Advisory Group, LLC | 16.802 | -21,37 | 4.877 | -22,31 | ||||
| 2026-04-15 | 13F | Single Point Partners, LLC | 63.373 | -0,41 | 18.200 | -1,46 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 27.208 | 2,10 | 7.927 | 1,26 | ||||
| 2026-04-23 | 13F | Columbia Advisory Partners Llc | 1.266 | -1,78 | 364 | -2,94 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 32.717 | 4,01 | 9.396 | 2,91 | ||||
| 2026-04-09 | 13F | Chemistry Wealth Management LLC | 3.141 | -10,26 | 902 | -11,13 | ||||
| 2026-04-16 | 13F | Southern Capital Advisors, Llc | 946 | 0,11 | 272 | -1,09 | ||||
| 2026-02-17 | 13F | Keebeck Wealth Management, LLC | 3.625 | 1.052 | ||||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 941.814 | 23,62 | 273.333 | 22,14 | ||||
| 2026-04-07 | 13F/A | Round Rock Advisors, LLC | 94.747 | 1,18 | 27.497 | -0,03 | ||||
| 2026-04-29 | 13F | Financial Life Advisors | 778 | 0,00 | 223 | -0,89 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 3.162 | 15,70 | 908 | 14,50 | ||||
| 2026-04-17 | 13F | First National Bank Sioux Falls | 48.158 | 5,10 | 14.580 | 9,65 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 4.645 | 2,27 | 1.334 | 1,14 | ||||
| 2026-02-06 | 13F | Americana Partners, LLC | 16.806 | 21,41 | 4.877 | 19,98 | ||||
| 2026-04-15 | 13F | Optivise Advisory Services LLC | 2.003 | 4,98 | 575 | 3,98 | ||||
| 2026-04-17 | 13F | James J. Burns & Company, LLC | 55.011 | 4,21 | 15.798 | 3,11 | ||||
| 2026-02-13 | 13F | Level Four Advisory Services, Llc | 24.007 | 56,75 | 6.968 | 54,89 | ||||
| 2026-04-06 | 13F | Sincerus Advisory, LLC | 10.088 | 2,92 | 2.897 | 1,86 | ||||
| 2026-04-21 | 13F | Trust Co Of Virginia /va | 156.490 | -0,40 | 44.941 | -1,44 | ||||
| 2026-04-07 | 13F | Twele Capital Management, Inc. | 70.303 | 0,81 | 20.190 | -0,25 | ||||
| 2026-02-09 | 13F | Frazier Financial Advisors, LLC | 1.099 | -8,80 | 319 | -9,92 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 343.322 | 529,69 | 99.639 | 522,15 | ||||
| 2026-04-24 | 13F | Courage Miller Partners, LLC | 998 | 0,00 | 287 | -1,04 | ||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 6.684 | 1.940 | ||||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 390 | 21,50 | 113 | 20,21 | ||||
| 2025-11-14 | 13F | Delos Wealth Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-19 | 13F | Van Diest Capital, LLC | 743 | 216 | ||||||
| 2025-11-14 | 13F | Binnacle Investments Inc | 61 | 0,00 | 18 | 0,00 | ||||
| 2026-04-15 | 13F | Fmb Wealth Management | 3.050 | 876 | ||||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 147 | 0,00 | 43 | 0,00 | ||||
| 2026-02-10 | 13F | Argent Trust Co | 34.916 | 64,36 | 10.133 | 62,41 | ||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 195 | 103,12 | 56 | 107,41 | ||||
| 2026-02-10 | 13F | Peapack Gladstone Financial Corp | 244.189 | 4,47 | 71 | 2,94 | ||||
| 2026-02-09 | 13F | Prairie Wealth Advisors, Inc. | 0 | -100,00 | 256 | -0,78 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 46.048 | -16,41 | 12.652 | -17,90 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 746 | 0,00 | 0 | |||||
| 2026-04-24 | 13F | Family Investment Center, Inc. | 26.241 | -4,04 | 7.536 | -5,03 | ||||
| 2026-02-02 | 13F | JDM Financial Group LLC | 82.901 | 101,34 | 11.297 | 0,95 | ||||
| 2026-04-21 | 13F | Morton Capital Management LLC/CA | 1.896 | 47,78 | 544 | 46,24 | ||||
| 2026-02-13 | 13F | Ieq Capital, Llc | 11.770 | -8,40 | 3.416 | -9,51 | ||||
| 2026-04-16 | 13F | EdgeRock Capital LLC | 1.983 | -3,08 | 569 | -4,05 | ||||
| 2026-04-28 | 13F | Blossom Wealth Management | 3.847 | 5,66 | 1.105 | 4,55 | ||||
| 2026-04-23 | 13F | Kohmann Bosshard Financial Services, LLC | 3.211 | 0,00 | 922 | -0,97 | ||||
| 2026-02-12 | 13F | Miller Financial Services LLC | 961 | 4,34 | 279 | 2,96 | ||||
| 2026-02-06 | 13F | Keystone Financial Group | 18.118 | 2,77 | 5.258 | 1,54 | ||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 63.309 | 6,93 | 18.374 | 5,65 | ||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 1.846.349 | 542.347 | ||||||
| 2026-04-13 | 13F | Arwa Llc | 1.413 | 46,12 | 422 | 50,36 | ||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 6.215 | 0,47 | 1.785 | -0,61 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 149.322 | 5,32 | 42.882 | 4,22 | ||||
| 2026-04-24 | 13F | Whelan Financial | 48.645 | 4,45 | 13.970 | 3,35 | ||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Northeast Financial Group, Inc. | 1.425 | -0,77 | 414 | -2,13 | ||||
| 2026-01-27 | 13F | Journey Advisory Group, LLC | 4.297 | -2,98 | 1.247 | -4,15 | ||||
| 2026-02-06 | 13F | Reliant Investment Partners, LLC | 7.140 | 2,60 | 2.072 | 0,88 | ||||
| 2026-02-09 | 13F | Clearwater Capital Advisors, LLC | 1.084 | -3,30 | 315 | -4,56 | ||||
| 2026-04-23 | 13F | Game Plan Financial Advisors, LLC | 23 | 0,00 | 7 | 0,00 | ||||
| 2026-01-15 | 13F | Lodestone Wealth Management LLC | 2.085 | 0,48 | 605 | -0,66 | ||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 4.359 | 2.206,35 | 1.252 | 2.453,06 | ||||
| 2026-02-10 | 13F | Ark & Tlk Investments, Llc | 4.352 | 0,00 | 1.263 | -1,17 | ||||
| 2026-02-09 | 13F | Regimen Wealth, Llc | 934 | -1,89 | 271 | -3,23 | ||||
| 2026-02-10 | 13F | Fiduciary Family Office, Llc | 4.528 | 0,00 | 1.314 | -1,20 | ||||
| 2026-04-08 | 13F | Ccg Wealth Management, Llc | 1.085 | 11,40 | 312 | 10,28 | ||||
| 2026-02-13 | 13F | Brown Advisory Inc | 111.208 | 12,62 | 32.275 | 11,27 | ||||
| 2025-11-14 | 13F | KKM Financial LLC | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | IAG Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 108.081 | 0,29 | 31.039 | -0,76 | ||||
| 2026-01-13 | 13F | ForthRight Wealth Management, LLC | 47.074 | 1,55 | 13.662 | 0,33 | ||||
| 2026-04-10 | 13F | Country Trust Bank | 356.121 | 2,30 | 102.271 | 1,23 | ||||
| 2025-11-07 | 13F | Synovus Financial Corp | 25.035 | -4,65 | 7.363 | 0,11 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 4.231 | 14,32 | 1.215 | 13,13 | ||||
| 2025-11-14 | 13F | Knightsbridge Asset Management, Llc | 8.661 | 579,83 | 2.544 | 614,33 | ||||
| 2026-04-24 | 13F | Crux Wealth Advisors | 5.448 | -6,78 | 1.565 | -7,78 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 149.324 | -34,53 | 43.298 | -36,60 | ||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 4.624 | 3,33 | 1.328 | 2,23 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 48.870 | 9,44 | 14.035 | 8,29 | ||||
| 2026-04-20 | 13F | Focused Wealth Management, Inc | 1.373 | 394 | ||||||
| 2026-04-28 | 13F | Kanawha Capital Management Llc | 965 | 0,00 | 277 | -0,72 | ||||
| 2026-02-09 | 13F | Fisher Asset Management, LLC | 4.593 | 155,73 | 1.333 | 152,94 | ||||
| 2026-04-08 | 13F | Hardin Capital Partners, LLC | 1.662 | 9,06 | 477 | 7,92 | ||||
| 2026-02-09 | 13F | Millington Financial Advisors, LLC | 2.231 | 1,64 | 672 | 5,67 | ||||
| 2026-04-13 | 13F | CMH Wealth Management LLC | 796 | 229 | ||||||
| 2026-02-13 | 13F | Clarkston Capital Partners, LLC | 1.540 | 447 | ||||||
| 2026-04-28 | 13F | David Kennon Inc | 37.537 | 1,55 | 10.780 | 0,48 | ||||
| 2026-04-14 | 13F | Affiance Financial, LLC | 11.343 | 15,19 | 3.257 | 14,00 | ||||
| 2026-02-02 | 13F | Ashton Thomas Securities, Llc | 1.162 | -19,81 | 337 | -20,71 | ||||
| 2026-04-16 | 13F | MontVue Capital Management, Inc. | 1.571 | 0,00 | 451 | -0,88 | ||||
| 2026-04-02 | 13F | Collective Family Office Llc | 3.287 | 1,11 | 944 | 0,00 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 32.242 | -0,63 | 9.260 | -1,67 | ||||
| 2026-04-13 | 13F | Uptown Financial Advisors LLC | 35.450 | 11,11 | 10.181 | 9,95 | ||||
| 2026-04-16 | 13F | Fiduciary Advisors, Inc. | 29.462 | 2,93 | 8.461 | 1,87 | ||||
| 2026-04-13 | 13F | CGC Financial Services, LLC | 132 | 0,00 | 38 | -2,63 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 47.362 | 100,27 | 13.601 | 98,18 | ||||
| 2025-11-14 | 13F | Van Den Berg Management I, Inc | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Wetherby Asset Management Inc | 8.833 | 0,00 | 2.594 | 4,98 | ||||
| 2026-01-26 | 13F | Luminvest Wealth Management LLC | 1.830 | 154,52 | 531 | 151,66 | ||||
| 2026-02-04 | 13F | Fusion Family Wealth LLC | 11.238 | 3,81 | 3.261 | 2,58 | ||||
| 2026-02-17 | 13F | Fairview Capital Investment Management, Llc | 5.083 | 0,67 | 1.475 | -0,54 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 106.434 | 77,58 | 30.566 | 75,72 | ||||
| 2026-04-28 | 13F | Core Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Sageworth Trust Co of South Dakota | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Greenleaf Trust | 1.108 | 25,34 | 318 | 24,22 | ||||
| 2026-02-12 | 13F | Loomis Sayles & Co L P | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | Fulcrum Capital LLC | 135.733 | 1,51 | 39.392 | 0,30 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 23.905 | -1,26 | 6.865 | -2,31 | ||||
| 2026-02-10 | 13F | Heritage Trust Co | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Paulson Wealth Management Inc. | 2.180 | 0,88 | 633 | -0,32 | ||||
| 2026-02-11 | 13F | Pettyjohn, Wood & White, Inc | 1.869 | 0,11 | 542 | -1,09 | ||||
| 2026-02-12 | 13F | Polen Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2026-02-28 | 13F/A | Wick Capital Partners, LLC | 1.284 | 0,00 | 373 | -1,33 | ||||
| 2025-11-13 | 13F | Promus Capital, LLC | 433 | 0,00 | 127 | 4,96 | ||||
| 2026-04-17 | 13F | Stephenson National Bank & Trust | 21.207 | -13,85 | 6.090 | -14,74 | ||||
| 2026-02-06 | 13F | Forum Private Client Group LLC | 40.985 | 14,17 | 11.895 | 12,80 | ||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 14.060 | 8,98 | 4.081 | 7,68 | ||||
| 2026-04-20 | 13F | Greenup Street Wealth Management Llc | 23.410 | 7,46 | 6.723 | 6,33 | ||||
| 2026-02-13 | 13F | Wealth Dimensions Group, Ltd. | 7.962 | -0,57 | 2.311 | -1,79 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 113.424 | 21,62 | 32.918 | 20,16 | ||||
| 2026-02-17 | 13F | BTG Pactual Asset Management US LLC | 45.466 | 3,71 | 12.723 | 3,71 | ||||
| 2026-01-28 | 13F | Cornerstone Advisory, LLC | 82.321 | 4,16 | 23.891 | 2,92 | ||||
| 2026-04-09 | 13F | FCG Investment Co | 6.028 | 1.731 | ||||||
| 2026-04-24 | 13F | Essex LLC | 5.327 | 0,62 | 1.530 | -0,46 | ||||
| 2026-01-27 | 13F | Regions Financial Corp | 945.481 | 4,98 | 274.397 | 3,73 | ||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 973 | -30,55 | 282 | -31,39 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 53.051 | 0,61 | 15.258 | -0,42 | ||||
| 2026-04-17 | 13F | Essex Savings Bank | 8.421 | -5,23 | 2.418 | -6,21 | ||||
| 2026-02-11 | 13F | MCF Advisors LLC | 11.448 | 3.653,44 | 3.322 | 3.632,58 | ||||
| 2026-02-17 | 13F | Cardiff Park Advisors, Llc | 720 | 0,56 | 209 | -0,95 | ||||
| 2026-04-08 | 13F | Heritage Family Offices, LLP | 4.412 | 1.267 | ||||||
| 2026-02-11 | 13F | Fiera Capital Corp | 9.112 | -12,02 | 2.644 | -13,08 | ||||
| 2026-04-23 | 13F | waypoint wealth counsel | 6.056 | -2,95 | 1.739 | -3,92 | ||||
| 2026-02-03 | 13F | NewEdge Wealth, LLC | 152.857 | -2,13 | 44.362 | -1,56 | ||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 4.722 | 1.370 | ||||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 859 | -9,96 | 247 | -10,87 | ||||
| 2026-02-13 | 13F | Fairfield, Bush & Co. | 1.582 | -1,92 | 459 | -2,96 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 44.259 | -0,12 | 12.845 | -1,31 | ||||
| 2026-04-29 | 13F | Staley Capital Advisers Inc | 48.966 | 1,04 | 14.062 | -0,02 | ||||
| 2026-02-09 | 13F | Smith Chas P & Associates Pa Cpas | 710 | 206 | ||||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 19.352 | 1,69 | 5.557 | 0,63 | ||||
| 2026-04-29 | 13F | Landmark Wealth Management, LLC | 5.905 | 5,50 | 1.696 | 4,37 | ||||
| 2026-02-06 | 13F | Great Diamond Partners, LLC | 3.476 | 14,19 | 1.009 | 12,75 | ||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 14.902 | -3,57 | 4.280 | -4,59 | ||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 13.845 | 12,65 | 4.018 | 11,33 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 887 | -76,03 | 255 | -76,33 | ||||
| 2026-02-04 | 13F | Gray Private Wealth, LLC | 703 | -3,03 | 204 | -3,77 | ||||
| 2026-01-27 | 13F | Sterling Financial Planning, Inc. | 1.872 | 0,00 | 543 | -1,09 | ||||
| 2026-02-13 | 13F | Tradewinds, LLC. | 799 | 0,00 | 232 | -1,28 | ||||
| 2026-02-13 | 13F | Seneschal Advisors, LLC | 415 | 0,00 | 120 | -0,83 | ||||
| 2026-03-16 | 13F | John A. Wolfe & Associates, Inc. | 6.560 | 1.904 | ||||||
| 2026-04-10 | 13F | First Bank & Trust | 1.850 | -2,37 | 531 | -3,28 | ||||
| 2026-02-05 | 13F | 1st Source Bank | 1.371 | 0,00 | 398 | -1,24 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 8.762 | -29,69 | 2.543 | -30,77 | ||||
| 2026-02-03 | 13F | Broadwater Capital Management Llc | 290 | 0,00 | 84 | -1,18 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 48.801 | -47,75 | 12.536 | 46.329,63 | ||||
| 2026-02-12 | 13F | Great Lakes Retirement, Inc. | 18.071 | 20,03 | 5.245 | 18,59 | ||||
| 2026-02-17 | 13F | First Manhattan Co | 138.832 | 22,67 | 40.292 | 20,78 | ||||
| 2026-04-24 | 13F | MOR Wealth Management, LLC | 38.009 | -0,15 | 10.916 | -1,19 | ||||
| 2026-02-02 | 13F | PKS Advisory Services, LLC | 9.784 | 2.840 | ||||||
| 2026-04-27 | 13F | Leelyn Smith, LLC | 7.243 | -0,36 | 2.080 | -1,38 | ||||
| 2026-01-27 | 13F | Meritage Portfolio Management | 1.374 | 0,37 | 399 | -1,00 | ||||
| 2026-02-12 | 13F | Insigneo Advisory Services, Llc | 1.047 | -26,01 | 304 | -26,99 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 1.815 | 0,00 | 521 | -0,95 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 4.727 | 2,32 | 1.372 | 1,03 | ||||
| 2026-04-28 | 13F | Mokosak Advisory Group, LLC | 16.385 | 2,71 | 4.706 | 1,66 | ||||
| 2026-02-05 | 13F | Rossmore Private Capital | 43.645 | 10,20 | 12.667 | 8,88 | ||||
| 2026-02-11 | 13F | Strategic Financial Partners, Ltd. | 729 | 0,00 | 212 | -1,40 | ||||
| 2026-02-05 | 13F | May Hill Capital, LLC | 39.510 | 72,93 | 11.467 | 70,85 | ||||
| 2026-02-12 | 13F | Colonial Trust Advisors | 489 | 0,82 | 142 | 0,00 | ||||
| 2026-04-28 | 13F | Antonelli Financial Advisors, LLC | 3.182 | -2,15 | 914 | -3,18 | ||||
| 2026-01-21 | 13F | Albion Financial Group /ut | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-23 | 13F | Narwhal Capital Management | 709 | 0,00 | 204 | -0,98 | ||||
| 2026-04-27 | 13F | GenTrust, LLC | 125.083 | 3,00 | 35.921 | 1,92 | ||||
| 2026-04-16 | 13F | Intergy Private Wealth, LLC | 10.405 | 3,41 | 2.988 | 2,29 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 475.299 | 2,10 | 136.496 | 1,03 | ||||
| 2026-01-28 | 13F | Grant Street Asset Management, Inc. | 71.970 | 2,34 | 20.887 | 1,12 | ||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 4.682 | 9,75 | 1.345 | 8,65 | ||||
| 2026-02-11 | 13F | Cypress Capital Group | 5.507 | 13,13 | 1.598 | 11,83 | ||||
| 2026-04-27 | 13F | Sharp Financial Services, LLC | 902 | 6,12 | 259 | 5,28 | ||||
| 2026-02-13 | 13F | E6 Portfolios, LLC | 1.625 | 472 | ||||||
| 2026-04-07 | 13F | Calder Financial LLC | 5.193 | -0,46 | 1.501 | -0,92 | ||||
| 2026-04-08 | 13F | Warner Financial, Inc | 31.650 | 0,66 | 9.089 | 100.888,89 | ||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 253.708 | 13,76 | 73.819 | 12,79 | ||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 2.102 | -4,37 | 631 | -0,94 | ||||
| 2026-01-23 | 13F | Sage Mountain Advisors LLC | 22.889 | 46,54 | 6.643 | 44,77 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 850 | 244 | ||||||
| 2026-02-12 | 13F | Timmons Wealth Management, LLC | 107 | 31 | ||||||
| 2026-04-22 | 13F | Uniting Wealth Partners, LLC | 757 | 217 | ||||||
| 2026-04-20 | 13F | Heritage Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Beacon Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Hall Capital Management Co Inc | 42.145 | 2,62 | 12.231 | 1,39 | ||||
| 2026-04-24 | 13F | Newton One Investments LLC | 167 | 0,00 | 48 | -2,08 | ||||
| 2026-04-13 | 13F | Arcadia Investment Advisors Llc | 25.158 | -0,04 | 7.225 | -1,10 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 148.085 | 6,56 | 42.527 | 5,44 | ||||
| 2026-02-12 | 13F | BRYN MAWR TRUST Co | 9.801 | 48,34 | 2.844 | 46,60 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 49.234 | 0,09 | 14.289 | -1,11 | ||||
| 2026-01-12 | 13F | VisionPoint Advisory Group, LLC | 897 | 3,46 | 260 | 2,36 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 3.875 | -1,92 | 1.113 | -2,97 | ||||
| 2026-02-14 | 13F | American Trust | 119.080 | 1,14 | 34.559 | -0,07 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 5.344 | 0,85 | 1.535 | -0,20 | ||||
| 2026-04-28 | 13F | Farnam Financial LLC | 3.144 | -7,15 | 903 | -8,15 | ||||
| 2026-01-26 | 13F | Nicholson Wealth Management Group, LLC | 714 | 0,00 | 207 | -0,96 | ||||
| 2026-02-10 | 13F | Greenwich Wealth Management LLC | 14.141 | -0,06 | 4 | 0,00 | ||||
| 2026-02-12 | 13F | Oath Planning, LLC | 1.118 | 324 | ||||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 1.195 | 0,00 | 343 | -0,87 | ||||
| 2026-02-10 | 13F | DT Investment Partners, LLC | 131.616 | -1,34 | 38.198 | -2,53 | ||||
| 2026-04-16 | 13F | Petredis Investment Advisors Llc | 39.273 | 0,16 | 11.278 | -0,89 | ||||
| 2026-04-21 | 13F | Piedmont Capital Management, LLC/NC | 265 | 0,00 | 76 | 0,00 | ||||
| 2026-01-26 | 13F | Lowery Thomas, Llc | 959 | -38,17 | 278 | -38,90 | ||||
| 2026-02-13 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 4.975 | -0,24 | 1.444 | -1,43 | ||||
| 2026-02-09 | 13F | Strategic Financial Services, Inc, | 1.290 | 0,00 | 388 | 2,65 | ||||
| 2026-02-10 | 13F | Acorn Wealth Advisors, LLC | 1.750 | -5,05 | 508 | -6,28 | ||||
| 2026-02-13 | 13F | Kcm Investment Advisors Llc | 13.655 | 0,00 | 3.963 | -1,22 | ||||
| 2026-02-03 | 13F | D.B. Root & Company, LLC | 15.420 | -67,22 | 4.475 | -67,62 | ||||
| 2026-04-09 | 13F | Kwmg, Llc | 3.459 | -2,97 | 993 | -3,97 | ||||
| 2026-04-15 | 13F | Elevatus Welath Management | 1.963 | -49,34 | 564 | -49,91 | ||||
| 2026-04-27 | 13F | ATLas Financial Planning LLC | 905 | -6,70 | 260 | -7,83 | ||||
| 2026-02-10 | 13F | Ade, Llc | 1.143 | 0,00 | 332 | -1,19 | ||||
| 2026-02-11 | 13F | Schwallier Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Interchange Capital Partners, LLC | 5.507 | 4,50 | 1.424 | -6,87 | ||||
| 2026-01-26 | 13F | Equity Wealth Partners, LLC | 56.792 | 52,94 | 16.482 | 51,11 | ||||
| 2026-01-30 | 13F | American Financial & Tax Strategies Inc | 1.031 | -6,10 | 299 | -7,14 | ||||
| 2026-02-13 | 13F | Missouri Trust & Investment Co | 9.370 | 0,00 | 2.719 | -1,20 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 463.622 | -3,44 | 133.143 | -4,45 | ||||
| 2026-04-28 | 13F | Interactive Financial Advisors | 5.889 | 3,37 | 1.691 | 2,30 | ||||
| 2026-04-29 | 13F | Mycio Wealth Partners, Llc | 719 | 0,14 | 207 | -0,96 | ||||
| 2026-02-11 | 13F | Arsenal Capital Advisors LLC | 5.985 | 1.737 | ||||||
| 2026-04-29 | 13F | Rocky Mountain Advisers, Llc | 260 | 6,12 | 75 | 4,23 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 5.750 | -1,99 | 1.766 | 3,70 | ||||
| 2026-04-10 | 13F | Stillwater Capital Advisors, LLC | 3.888 | 0,00 | 1.117 | -1,06 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 8.494.623 | 3,21 | 2.465.310 | 1,98 | ||||
| 2026-02-11 | 13F | Next Capital Management LLC | 808 | 234 | ||||||
| 2026-04-20 | 13F | Courier Capital Llc | 7.402 | 4,89 | 2.126 | 3,76 | ||||
| 2026-04-21 | 13F | Cambient Family Office, Llc | 108 | 0,00 | 31 | 0,00 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 9.432 | -40,16 | 2.737 | -40,87 | ||||
| 2026-04-27 | 13F | Platform Technology Partners | 5.408 | 6,79 | 1.553 | 5,72 | ||||
| 2026-04-02 | 13F | Silverleafe Capital Partners, LLC | 34.253 | 15,79 | 9.837 | 14,59 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 11.212 | -1,86 | 3.220 | -2,90 | ||||
| 2026-01-20 | 13F | Independence Bank of Kentucky | 2.508 | 10,29 | 728 | 9,00 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 41.265 | 252,12 | 11.976 | 247,91 | ||||
| 2026-01-28 | 13F | Fiduciary Wealth Partners, LLC | 50.701 | -6,86 | 14.714 | -7,97 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 1.633.750 | 4,09 | 474.147 | 2,84 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 2.587 | 35,59 | 743 | 32,74 | ||||
| 2026-02-13 | 13F | Financial Network Wealth Advisors LLC | 130 | -0,76 | 38 | -2,63 | ||||
| 2026-02-27 | 13F | Strategic Investment Solutions, Inc. /IL | 274 | 0,00 | 80 | -1,25 | ||||
| 2026-04-23 | 13F | 626 Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 54 | 54,29 | 16 | 50,00 | ||||
| 2026-01-29 | 13F | Middleton & Co Inc/ma | 784 | 0,00 | 228 | -1,30 | ||||
| 2026-04-08 | 13F | Afg Fiduciary Services Limited Partnership | 7.299 | 0,36 | 2.127 | -0,09 | ||||
| 2026-01-23 | 13F | Gibbs Wealth Management | 1.373 | 0,00 | 410 | 1,74 | ||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 3.702 | 6,62 | 1.074 | 10,04 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 281 | 0,00 | 81 | -1,23 | ||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 35.083 | 4,19 | 10.075 | 3,10 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 91.888 | 4,85 | 26.668 | 3,59 | ||||
| 2026-02-10 | 13F | Prospect Financial Group LLC | 782 | 0,00 | 227 | -1,31 | ||||
| 2026-04-15 | 13F | Perkins Coie Trust Co | 143.333 | 0,86 | 41.161 | -0,20 | ||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 329 | 0,30 | 95 | -1,05 | ||||
| 2026-04-29 | 13F | Strid Group, LLC | 2.702 | 82,57 | 776 | 80,65 | ||||
| 2026-04-22 | 13F | Financially in Tune, LLC | 1.216 | 0,00 | 349 | -0,85 | ||||
| 2026-04-13 | 13F | Elm3 Financial Group, LLC | 3.997 | 5,55 | 1.148 | 4,37 | ||||
| 2026-02-02 | 13F | Avidian Wealth Solutions, LLC | 47.927 | -1,70 | 13.909 | -2,88 | ||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 1.447 | 0,21 | 416 | -0,95 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 889 | 0,11 | 255 | -0,78 | ||||
| 2026-04-06 | 13F | Old Port Advisors | 1.016 | 0,00 | 292 | -1,02 | ||||
| 2026-04-29 | 13F | Latko Wealth Management, Ltd. | 21.447 | 0,33 | 6.159 | -0,73 | ||||
| 2026-04-16 | 13F | Freedom Financial Partners LLC | 49.017 | 4,25 | 14.077 | 3,16 | ||||
| 2026-04-21 | 13F | Colony Family Offices, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 88.518 | 0,88 | 25.690 | -0,33 | ||||
| 2026-01-27 | 13F | Sage Financial Group Inc | 60.688 | 1,49 | 17.613 | 0,27 | ||||
| 2026-02-11 | 13F | Vestor Capital, Llc | 689 | -46,59 | 0 | |||||
| 2026-02-11 | 13F | Dearborn Partners Llc | 1.081 | 0,00 | 314 | -1,26 | ||||
| 2026-02-10 | 13F | Johnson Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | CJM Wealth Advisers, Ltd. | 4.145 | 0,36 | 1.190 | -0,67 | ||||
| 2026-02-03 | 13F | Patton Albertson Miller Group, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-27 | 13F | Beacon Bridge Wealth Partners, LLC | 10.643 | -11,83 | 3.089 | -12,89 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 4.701 | 0,11 | 1.350 | -0,88 | ||||
| 2026-04-29 | 13F | Weitzel Financial Services, Inc. | 1.093 | 0,37 | 315 | -0,94 | ||||
| 2026-01-26 | 13F | Keystone Wealth Services, LLC | 3.509 | -4,15 | 1.018 | -5,30 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 2.185.156 | 18,11 | 634.176 | 16,70 | ||||
| 2026-04-28 | 13F | Family CFO Inc | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Barlow Wealth Partners, Inc. | 765 | 0,00 | 235 | 2,63 | ||||
| 2026-04-28 | 13F | Ti-trust, Inc | 2.646 | -0,26 | 760 | -1,30 | ||||
| 2026-02-06 | 13F | Associated Banc-corp | 234.703 | 26,89 | 68.116 | 25,37 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors, Inc. | 3.811 | -0,03 | 1.095 | -1,08 | ||||
| 2026-04-29 | 13F | Northwest Wealth Advisors, LLC | 937 | -1,16 | 269 | -2,55 | ||||
| 2026-02-03 | 13F | Cassaday & Co Wealth Management LLC | 6.528 | 101,67 | 1.894 | 99,37 | ||||
| 2026-01-30 | 13F | Ktf Investments, Llc | 29.332 | 8.513 | ||||||
| 2026-04-22 | 13F | AJ Advisors, LLC | 61.318 | 3,62 | 17.609 | 2,54 | ||||
| 2026-01-23 | 13F | Galvin, Gaustad & Stein, LLC | 3.782 | 1,04 | 1.098 | -0,18 | ||||
| 2026-04-14 | 13F | Lee-Kelleher Wealth Management | 3.852 | 0,00 | 1.106 | -0,98 | ||||
| 2026-04-28 | 13F | Intelligent Financial Strategies | 498 | 0,20 | 143 | -0,69 | ||||
| 2025-11-14 | 13F | Jane Street Group, Llc | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2025-11-13 | 13F | Obsidian Personal Planning Solutions LLC | 1.177 | 0,00 | 342 | 3,95 | ||||
| 2026-04-01 | 13F | Burkett Financial Services, Llc | 1.889 | 3,34 | 543 | 2,26 | ||||
| 2026-04-24 | 13F | 4Thought Financial Group Inc. | 41.677 | -0,95 | 11.969 | -1,99 | ||||
| 2026-02-13 | 13F | Veridan Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 9.988 | -1,65 | 2.868 | -2,71 | ||||
| 2026-04-17 | 13F | Defined Wealth Management, Llc | 8.263 | 0,57 | 2.373 | -0,50 | ||||
| 2026-04-07 | 13F | Plus Group Wealth Advisors LLC | 23.949 | 3,66 | 6.878 | 2,57 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 314.888 | 11,27 | 91.387 | 9,93 | ||||
| 2026-04-27 | 13F | Level Wealth Management LLC | 4.652 | 28,94 | 1.336 | 27,51 | ||||
| 2026-01-21 | 13F | Jefferson Bridge Capital, LLC | 1.638 | 475 | ||||||
| 2025-11-17 | 13F | Wealth Management Strategies, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 37 | 0 | ||||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 32.439 | 8,13 | 9 | 12,50 | ||||
| 2026-04-23 | 13F | Sellwood Investment Partners LLC | 489 | 0,00 | 140 | -0,71 | ||||
| 2026-02-09 | 13F | Wealthquest Corp | 140.437 | 1,94 | 40.758 | 0,72 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 7.470 | 272,75 | 2.146 | 269,19 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 23 | 0,00 | 7 | 0,00 | ||||
| 2026-02-13 | 13F | Sargent Investment Group, LLC | 2.133 | 619 | ||||||
| 2026-02-10 | 13F | Pasadena Private Wealth, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-15 | 13F | Curbstone Financial Management Corp | 2.970 | 0,00 | 853 | -1,05 | ||||
| 2026-02-09 | 13F | Mathes Company, Inc. | 1.270 | 0,00 | 0 | |||||
| 2026-02-10 | 13F | Texas Yale Capital Corp. | 43.264 | 6,85 | 12.556 | 5,57 | ||||
| 2026-02-11 | 13F | Dorsey & Whitney Trust CO LLC | 6.947 | 24,01 | 2.016 | 22,55 | ||||
| 2026-04-15 | 13F | Badgley Phelps Wealth Managers, LLC | 15.114 | 0,65 | 4.340 | -0,41 | ||||
| 2026-01-20 | 13F | Alpha Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Oppenheimer Asset Management Inc. | 149.604 | -40,69 | 42.963 | -41,31 | ||||
| 2026-02-03 | 13F | McIlrath & Eck, LLC | 87.637 | 7,03 | 25.434 | 5,75 | ||||
| 2026-02-04 | 13F | Independent Advisor Alliance | 2.310 | 0,09 | 670 | -1,03 | ||||
| 2026-02-04 | 13F | Bridgewealth Advisory Group, LLC | 26.940 | -8,71 | 7.818 | -9,81 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 1.124 | 0,00 | 323 | -1,23 | ||||
| 2026-02-03 | 13F | Winch Advisory Services, LLC | 200 | 0,50 | 58 | 0,00 | ||||
| 2026-02-05 | 13F | Peak Asset Management, LLC | 6.540 | -1,76 | 1.898 | -2,92 | ||||
| 2026-04-09 | 13F | TruWealth Advisors, LLC | 24.991 | -2,32 | 7.177 | -3,35 | ||||
| 2026-02-02 | 13F | Millstone Evans Group, LLC | 461 | 10,82 | 134 | 9,02 | ||||
| 2026-02-13 | 13F | Alliance Private Wealth, LLC | 30.541 | 9.062 | ||||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 1.118 | 1.246,99 | 321 | 1.237,50 | ||||
| 2026-01-29 | 13F | Index Fund Advisors, Inc. | 8.314 | -6,39 | 2.413 | -7,52 | ||||
| 2026-01-21 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 27.067 | -2,49 | 7.856 | -3,66 | ||||
| 2026-02-10 | 13F | Thoroughbred Financial Services, Llc | 11.040 | 4,85 | 3 | 0,00 | ||||
| 2026-04-10 | 13F | Granite FO LLC | 1.385 | 0,00 | 398 | -1,00 | ||||
| 2026-04-21 | 13F | Meridian Financial, LLC | 16.071 | -2,82 | 4.615 | -3,83 | ||||
| 2026-01-21 | 13F | Woodmont Investment Counsel Llc | 94.535 | 4,15 | 27.436 | 2,90 | ||||
| 2026-02-11 | 13F | Atlanta Consulting Group Advisors, LLC | 6.284 | -7,03 | 1.824 | -8,48 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 3.408.504 | 1,32 | 988.940 | 0,12 | ||||
| 2026-04-15 | 13F | Mogy Joel R Investment Counsel Inc | 4.780 | 11,03 | 1.373 | 9,85 | ||||
| 2026-01-23 | 13F | Evolution Advisers, Inc. | 1.394 | 0,00 | 0 | |||||
| 2026-02-06 | 13F | Condor Capital Management | 80.124 | -1,30 | 23.254 | -2,49 | ||||
| 2026-02-09 | 13F | White Lighthouse Investment Management Inc. | 17.051 | 1,11 | 4.949 | -0,10 | ||||
| 2026-02-13 | 13F | Solstein Capital, LLC | 949 | 60,30 | 276 | 58,96 | ||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 3.653 | -0,76 | 1.049 | -4,98 | ||||
| 2025-11-05 | 13F | Moloney Securities Asset Management, LLC | 1.903 | -0,47 | 559 | 4,30 | ||||
| 2026-02-06 | 13F | Mjp Associates Inc /adv | 30.470 | 457,75 | 8.843 | 451,25 | ||||
| 2026-02-03 | 13F | Retirement Planning Group | 18.743 | -3,70 | 5.439 | -4,85 | ||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 326 | -33,74 | 94 | -34,51 | ||||
| 2026-02-17 | 13F | Spears Abacus Advisors LLC | 2.034 | 0,74 | 590 | -0,51 | ||||
| 2026-04-28 | 13F | Ntv Asset Management Llc | 3.300 | 0,00 | 948 | -1,04 | ||||
| 2026-02-13 | 13F | Chandler Asset Management, Inc. | 5.533 | 0,00 | 1.606 | -1,23 | ||||
| 2026-04-21 | 13F | Refined Wealth Management | 1.053 | -92,12 | 302 | -92,21 | ||||
| 2026-04-29 | 13F | Compass Financial Group, INC/SD | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Hummer Financial Advisory Services Inc | 2.449 | 6,52 | 703 | 5,40 | ||||
| 2026-02-05 | 13F | Mission Wealth Management, Lp | 5.503 | 46,51 | 1.597 | 44,79 | ||||
| 2026-04-14 | 13F | Spectrum Investment Advisors, Inc. | 21.019 | 4,38 | 6.036 | 3,29 | ||||
| 2026-02-13 | 13F | Integrity Financial Corp /WA | 448 | -76,41 | 130 | -76,92 | ||||
| 2026-02-17 | 13F | Asset Management Group, Inc. | 51.185 | 5,27 | 14.855 | 4,01 | ||||
| 2026-02-13 | 13F | Clarity Asset Management, Inc. | 111 | 0,91 | 32 | 0,00 | ||||
| 2026-01-23 | 13F | R. W. Roge & Company, Inc. | 2.574 | 0,00 | 1 | |||||
| 2026-04-22 | 13F | Seneca Financial Advisors LLC | 1.233 | -2,68 | 354 | -3,54 | ||||
| 2026-02-05 | 13F | HighMark Wealth Management LLC | 135 | 56,98 | 39 | 56,00 | ||||
| 2026-01-29 | 13F | Advisors Capital Management, LLC | 17.983 | 17,36 | 5.219 | 15,95 | ||||
| 2026-02-03 | 13F | Capital City Trust Co/fl | 1.750 | 0,00 | 508 | -1,36 | ||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 16.559 | 163,89 | 4.755 | 161,12 | ||||
| 2026-01-21 | 13F | West Paces Advisors Inc. | 146 | 1.023,08 | 42 | 1.300,00 | ||||
| 2026-02-06 | 13F | Geometric Wealth Advisors | 2.040 | 0,00 | 592 | -1,34 | ||||
| 2026-01-29 | 13F | Howard Wealth Management, Llc | 1.871 | -1,37 | 543 | -2,51 | ||||
| 2026-01-08 | 13F | Websterrogers Financial Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Advyzon Investment Management, LLC | 44.864 | 11,49 | 13.021 | 10,15 | ||||
| 2026-04-23 | 13F | Bestgate Wealth Advisors, LLC | 2.527 | -9,69 | 726 | -10,71 | ||||
| 2026-04-08 | 13F | Canandaigua National Corp | 34.364 | 9.869 | ||||||
| 2026-02-06 | 13F | Trajan Wealth LLC | 3.992 | -5,94 | 1.158 | -7,06 | ||||
| 2026-02-09 | 13F | Kuhn & Co Investment Counsel | 3.754 | 1.089 | ||||||
| 2026-02-10 | 13F | Womack Financial LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-10 | 13F | Portland Global Advisors LLC | 4.943 | -0,10 | 1.435 | -1,31 | ||||
| 2026-02-10 | 13F | Twin Peaks Wealth Advisors, LLC | 5.359 | 5,47 | 1.619 | 8,45 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 2.794 | 0,04 | 808 | -0,37 | ||||
| 2026-02-17 | 13F | Perennial Investment Advisors, LLC | 10.978 | 0,56 | 3.187 | -0,65 | ||||
| 2026-04-13 | 13F | Cypress Point Wealth Management, LLC | 1.000 | 0,00 | 287 | -1,03 | ||||
| 2026-04-22 | 13F | Spirepoint Private Client, Llc | 708 | 0,00 | 203 | -0,98 | ||||
| 2026-02-11 | 13F | Ameraudi Asset Management, Inc. | 18.412 | 2,29 | 5.344 | 1,06 | ||||
| 2026-02-12 | 13F | Schneider Downs Wealth Management Advisors, LP | 242.562 | 1,84 | 70.396 | 0,62 | ||||
| 2025-11-14 | 13F | Leo Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Ellsworth Advisors, LLC | 862 | 0,35 | 248 | -4,26 | ||||
| 2026-04-24 | 13F | Barnes Pettey Financial Advisors, Llc | 1.469 | 422 | ||||||
| 2026-04-17 | 13F | Kennebec Savings Bank | 3.770 | -0,50 | 1.083 | -1,55 | ||||
| 2026-02-13 | 13F | Financial Freedom, LLC | 10.330 | -0,98 | 2.998 | -2,19 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 3.162 | -99,89 | 908 | -99,89 | ||||
| 2026-02-02 | 13F | Core Alternative Capital | 350 | 102 | ||||||
| 2026-04-14 | 13F | Palisade Asset Management, LLC | 2.286 | 0,00 | 656 | -1,06 | ||||
| 2026-04-10 | 13F | Revolve Wealth Partners, LLC | 9.889 | -6,29 | 2.840 | -7,28 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 2.871 | -8,10 | 824 | -9,05 | ||||
| 2026-04-29 | 13F | Waters Parkerson & Co., Llc | 1.472 | 0,00 | 423 | -1,17 | ||||
| 2026-02-04 | 13F | Prosperitas Financial LLC | 34.089 | -2,07 | 9.893 | -3,24 | ||||
| 2026-02-12 | 13F | Gerber Kawasaki Wealth & Investment Management | 1.669 | -1,30 | 484 | -2,42 | ||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 3.109 | 0,32 | 893 | -0,78 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 10.140 | 2,51 | 2.912 | 1,46 | ||||
| 2026-02-09 | 13F | Texas Capital Bank Wealth Management Services Inc | 36.421 | 0,34 | 10.570 | -0,85 | ||||
| 2026-02-05 | 13F | Dana Investment Advisors, Inc. | 4.683 | -8,37 | 1.359 | -9,46 | ||||
| 2026-02-11 | 13F | Zions Bancorporation, National Association /ut/ | 201 | -54,93 | 58 | -55,73 | ||||
| 2026-02-17 | 13F | NorthRock Partners, LLC | 10.296 | 88,54 | 2.988 | 86,28 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 1.297 | 0,00 | 0 | |||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 801 | 0,63 | 230 | -0,43 | ||||
| 2026-02-17 | 13F | Centennial Bank/AR/ | 436 | 0,00 | 127 | -1,56 | ||||
| 2026-04-27 | 13F | Mustard Seed Financial, LLC | 4.886 | -4,90 | 1.403 | -5,90 | ||||
| 2026-01-30 | 13F | Citizens Financial Group Inc/ri | 200.433 | 3,01 | 58.170 | 1,42 | ||||
| 2026-02-17 | 13F | Chokshi & Queen Wealth Advisors, Inc | 2.452 | 0,00 | 712 | -1,25 | ||||
| 2026-04-22 | 13F | Matrix Asset Advisors Inc/ny | 7.684 | 51,80 | 2.207 | 50,17 | ||||
| 2026-04-22 | 13F | RMR Wealth Builders | 787 | -15,19 | 226 | -15,99 | ||||
| 2026-04-08 | 13F | Melone Private Wealth, LLC | 3.621 | 0,00 | 1.040 | -1,05 | ||||
| 2026-01-22 | 13F | Westbourne Investments, Inc. | 1.773 | 0,11 | 515 | -0,19 | ||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 5.620 | 29,34 | 1.631 | 27,74 | ||||
| 2026-02-10 | 13F | Moment Partners, LLC | 1.169 | -43,50 | 339 | -44,15 | ||||
| 2026-02-11 | 13F | TCTC Holdings, LLC | 88 | 0,00 | 26 | 0,00 | ||||
| 2026-04-29 | 13F | Frank, Rimerman Advisors LLC | 9.732 | 4,65 | 2.795 | 3,52 | ||||
| 2026-04-08 | 13F | RVW Wealth, LLC | 1.622 | 0,00 | 466 | -1,06 | ||||
| 2026-04-15 | 13F | Hilltop Wealth Advisors, Llc | 13.320 | 0,00 | 3.825 | -1,03 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 2.851 | 0,71 | 828 | -0,48 | ||||
| 2026-04-20 | 13F | Columbia Asset Management | 11.561 | 6,51 | 3.320 | 5,43 | ||||
| 2026-04-21 | 13F | SpringVest Wealth Management LLC | 2.539 | 10,54 | 729 | 9,46 | ||||
| 2026-04-09 | 13F | Thrive Wealth Management, LLC | 1.665 | 16,19 | 478 | 14,90 | ||||
| 2026-02-17 | 13F | Greenline Partners, LLC | 2.750 | 0,00 | 798 | -1,12 | ||||
| 2026-01-28 | 13F | Confluence Wealth Services, Inc. | 801 | 1,26 | 232 | 0,00 | ||||
| 2026-02-13 | 13F | Schroder Investment Management Group | 60.934 | 3,22 | 17.684 | 1,99 | ||||
| 2026-02-11 | 13F | VeraBank, N.A. | 8.453 | -3,76 | 2.453 | -4,89 | ||||
| 2026-02-17 | 13F | Mairs & Power Inc | 2.095 | 85,73 | 608 | -0,82 | ||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 5.462 | -1,97 | 1.569 | -3,03 | ||||
| 2026-04-16 | 13F | Koenig Investment Advisory, LLC | 41.200 | -0,25 | 11.832 | -6,71 | ||||
| 2026-02-06 | 13F | Flaharty Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 1.279.135 | 4,73 | 371.230 | 3,48 | ||||
| 2026-04-15 | 13F | Trellis Wealth Advisors LLC | 733 | 211 | ||||||
| 2026-04-17 | 13F | Kentucky Trust Co | 71 | 0,00 | 20 | 0,00 | ||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 1.020 | 0,00 | 293 | -1,35 | ||||
| 2026-04-21 | 13F | Waterway Wealth Management, LLC | 816 | 234 | ||||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 7.336 | 26,24 | 2.107 | 24,91 | ||||
| 2026-04-29 | 13F | Solidarilty Wealth, LLC | 800 | 15,27 | 230 | 13,93 | ||||
| 2026-04-22 | 13F | Mason & Associates, LLC | 78.207 | 1,89 | 22.459 | 0,83 | ||||
| 2026-01-21 | 13F | Naviter Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Addis & Hill, Inc | 37.516 | 2,03 | 10.774 | 0,96 | ||||
| 2026-04-28 | 13F | Red Mountain Financial, LLC | 841 | 0,12 | 242 | -0,82 | ||||
| 2026-04-08 | 13F | Accel Wealth Management | 2.046 | 2,97 | 588 | 1,91 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 7.865 | -48,81 | 2.259 | -49,36 | ||||
| 2026-02-09 | 13F | Lathrop Investment Management Corp | 1.030 | 0,00 | 0 | |||||
| 2026-04-22 | 13F | Tred Avon Family Wealth, Llc | 2.356 | 0,00 | 677 | -1,02 | ||||
| 2025-11-10 | 13F | Lion Street Advisors, LLC | 7.511 | -49,01 | 1.895 | -54,02 | ||||
| 2026-04-27 | 13F | Oxbow Advisors, LLC | 3.205 | 0,00 | 920 | -1,08 | ||||
| 2026-04-17 | 13F | Boston Private Wealth Llc | 2.109 | -1,54 | 606 | -2,58 | ||||
| 2026-04-22 | 13F | Wetzel Investment Advisors, Inc. | 6.941 | -0,46 | 1.993 | -1,48 | ||||
| 2026-04-22 | 13F | Sylvest Advisors, LLC | 57.244 | 1,24 | 16.439 | 0,18 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 72.761 | 6,26 | 20.896 | 5,15 | ||||
| 2026-02-10 | 13F | Fort Sheridan Advisors Llc | 1.633 | -27,26 | 474 | -28,22 | ||||
| 2026-01-16 | 13F | Crowley Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | 10Elms LLP | 640 | 0,00 | 186 | -1,07 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-11 | 13F | Francis Financial, Inc. | 26.301 | -2,19 | 7.633 | -3,38 | ||||
| 2026-04-10 | 13F | HT Partners LLC | 1.186 | 0,00 | 341 | -1,16 | ||||
| 2026-04-21 | 13F | Pacific Sage Partners, LLC | 1.437 | -5,34 | 413 | -6,36 | ||||
| 2026-02-13 | 13F | McAdam, LLC | 20.958 | 4,34 | 6.082 | 3,10 | ||||
| 2026-02-13 | 13F | Gen-Wealth Partners Inc | 27 | 0,00 | 8 | 0,00 | ||||
| 2026-04-16 | 13F | Rainier Family Wealth Inc | 859 | 0,00 | 247 | -1,20 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 149 | 14,62 | 43 | 13,16 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 16.504 | -28,59 | 4.740 | -29,34 | ||||
| 2026-02-05 | 13F | Clarendon Private LLC | 984 | 0,51 | 286 | -0,70 | ||||
| 2025-11-12 | 13F | Cobblestone Capital Advisors Llc /ny/ | 1.607 | -1,23 | 472 | 3,74 | ||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 15.814 | -47,57 | 4.590 | -47,80 | ||||
| 2026-02-09 | 13F | Sandy Cove Advisors, LLC | 61.468 | 24,69 | 17.839 | 23,20 | ||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 4.929 | -15,66 | 1.415 | -16,57 | ||||
| 2026-04-13 | 13F | Conrad Siegel Investment Advisors, Inc. | 122.630 | 2,73 | 35.217 | 1,66 | ||||
| 2025-11-06 | 13F | Wealthstream Advisors, Inc. | 1.496 | 0,00 | 439 | 5,02 | ||||
| 2025-12-05 | 13F | Vestwell Advisors, LLC | 9.954 | -23,28 | ||||||
| 2026-04-09 | 13F | Park Place Capital Corp | 644 | 3,21 | 185 | 1,66 | ||||
| 2026-01-27 | 13F | PFG Advisors | 9.115 | -36,23 | 2.645 | -36,99 | ||||
| 2026-02-06 | 13F | Burling Wealth Partners, Llc | 69.618 | 2,37 | 20.205 | 1,14 | ||||
| 2026-01-16 | 13F | Selective Wealth Management, Inc. | 2.307 | 9,39 | 695 | 12,28 | ||||
| 2026-02-09 | 13F | Valued Retirements, Inc. | 691 | 200 | ||||||
| 2026-02-17 | 13F | Agf Management Ltd | 122.514 | 0,45 | 35.556 | -0,75 | ||||
| 2026-04-15 | 13F | Aspen Investment Management Inc | 5.329 | 0,02 | 2 | 0,00 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 17 | 5 | ||||||
| 2026-02-10 | 13F | Cherry Tree Wealth Management, LLC | 499 | 0,00 | 145 | -1,37 | ||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 6.218 | 35,12 | 1.805 | 33,53 | ||||
| 2026-04-13 | 13F | Shira Ridge Wealth Management | 1.738 | -0,34 | 499 | -1,38 | ||||
| 2025-11-14 | 13F | D. E. Shaw & Co., Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Hexagon Capital Partners LLC | 11.364 | 0,00 | 3.298 | -1,20 | ||||
| 2026-02-11 | 13F | Mascagni Wealth Management, Inc. | 5.687 | -0,35 | 1.651 | -1,55 | ||||
| 2026-01-23 | 13F | Westside Investment Management, Inc. | 1.366 | 0,00 | 397 | -1,25 | ||||
| 2026-04-29 | 13F | Brighton Securities Corp. | 20.662 | 31,60 | 5.934 | 30,22 | ||||
| 2026-04-24 | 13F | Seamount Financial Group Inc | 13.056 | 4,87 | 3.749 | 3,76 | ||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 712 | -3,26 | 204 | -4,23 | ||||
| 2026-02-10 | 13F | Pecaut & Co. | 2.951 | 2,89 | 856 | 1,66 | ||||
| 2025-11-14 | 13F | Financial Advisors Network, Inc. | 894 | 0,00 | 263 | 4,80 | ||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 481 | -31,68 | 138 | -32,35 | ||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 386.482 | 1,76 | 115.415 | 3,58 | ||||
| 2026-02-17 | 13F | Herold Advisors, Inc. | 1.014 | -29,68 | 294 | -30,50 | ||||
| 2026-04-21 | 13F | Mayport, Llc | 11.277 | 50,02 | 3.238 | 48,46 | ||||
| 2026-04-20 | 13F | First American Bank | 13.378 | 8,31 | 3.842 | 7,17 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 76.269 | -30,33 | 22.135 | -31,17 | ||||
| 2026-04-28 | 13F | Cordoba Advisory Partners LLC | 29.764 | 6,60 | 8.578 | 5,49 | ||||
| 2026-04-09 | 13F | Veracity Capital LLC | 66.545 | -10,45 | 19.110 | -11,39 | ||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 3.757 | 0,75 | 1.079 | -0,37 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 5.027 | 2,63 | 1.444 | 1,55 | ||||
| 2026-01-06 | 13F | Clark Financial Services Group Inc /bd | 733 | 2,66 | 217 | 3,83 | ||||
| 2026-01-29 | 13F | RMG Wealth Management LLC | 6.663 | -3,53 | 1.997 | -0,94 | ||||
| 2026-04-28 | 13F | Appleton Partners Inc/ma | 5.363 | -1,43 | 2 | 0,00 | ||||
| 2026-02-02 | 13F | Fogel Capital Management, Inc. | 14.389 | 0,16 | 4.176 | -1,04 | ||||
| 2026-02-23 | 13F | Investments & Financial Planning, LLC | 57.285 | -2,29 | 16.625 | -3,46 | ||||
| 2026-02-10 | 13F | Savant Capital, LLC | 38.708 | 3,25 | 11.234 | 2,02 | ||||
| 2026-02-17 | 13F | Nepc Llc | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | RKL Wealth Management LLC | 20.174 | 0,32 | 5.794 | -0,74 | ||||
| 2026-02-13 | 13F | Venture Visionary Partners LLC | 222.980 | -1,33 | 64.910 | -2,21 | ||||
| 2026-04-10 | 13F | GEM Asset Management, LLC | 11.915 | 0,44 | 3.422 | -2,48 | ||||
| 2026-02-06 | 13F | Summit Wealth Group, LLC | 1.094 | -1,08 | 318 | -2,16 | ||||
| 2026-02-17 | 13F | Creegan & Nassoura Financial Group, LLC | 825 | 0,00 | 239 | -1,24 | ||||
| 2026-02-13 | 13F | Cozad Asset Management Inc | 41.055 | 4,44 | 11.915 | 3,20 | ||||
| 2026-04-20 | 13F | City State Bank | 12.058 | 4,62 | 3.463 | 3,53 | ||||
| 2026-02-17 | 13F | Mpwm Advisory Solutions, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | GW&K Investment Management, LLC | 4.337 | 1 | ||||||
| 2025-11-04 | 13F | Pineridge Advisors LLC | 98 | 0,00 | 29 | 3,70 | ||||
| 2026-02-17 | 13F/A | Kovack Advisors, Inc. | 14.291 | 669,57 | 4.147 | 660,92 | ||||
| 2026-02-06 | 13F | SoundView Advisors Inc. | 5.894 | 2 | ||||||
| 2026-04-23 | 13F | NewCorp Financial Services, Inc. | 28.156 | 5,14 | 8.086 | 4,03 | ||||
| 2026-01-27 | 13F | Human Investing LLC | 2.075 | 15,53 | 602 | 14,23 | ||||
| 2026-03-04 | 13F | SHP Wealth Management | 79.349 | 23.031 | ||||||
| 2026-02-17 | 13F | Imprint Wealth LLC | 1 | 0,00 | 0 | |||||
| 2026-04-27 | 13F | GDS Wealth Management | 1.601 | 1,33 | 460 | 0,22 | ||||
| 2026-01-12 | 13F | Rialto Wealth Management, LLC | 20.382 | -0,84 | 5.915 | -2,02 | ||||
| 2026-04-15 | 13F | Howard Capital Management Group, LLC | 2.453 | 0,00 | 704 | -0,98 | ||||
| 2026-02-12 | 13F | Great Lakes Advisors, Llc | 7.122 | -1,01 | 2.067 | -2,22 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 15.722 | 3,51 | 4.515 | 2,43 | ||||
| 2026-04-08 | 13F | Asempa Wealth Advisors | 1.686 | 0,42 | 487 | 0,00 | ||||
| 2026-04-21 | 13F | Unique Wealth, Llc | 2.181 | -1,13 | 626 | -2,19 | ||||
| 2026-04-27 | 13F | HTG Investment Advisors, Inc. | 1.089 | 0,00 | 313 | -1,27 | ||||
| 2026-02-13 | 13F/A | Newport Capital Group, LLC | 1.646 | 0,06 | 478 | -1,24 | ||||
| 2026-02-11 | 13F | Franklin Resources Inc | 50.449 | 3,97 | 14.641 | 2,72 | ||||
| 2026-04-22 | 13F | Financial Futures Ltd Liability Co. | 48.386 | 7,28 | 13.895 | 6,15 | ||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 34.178 | 3,05 | 9.815 | 1,97 | ||||
| 2026-04-23 | 13F | Etesian Wealth Advisors, Inc. | 4.498 | -3,21 | 1.292 | -4,23 | ||||
| 2025-11-14 | 13F | WNY Asset Management, LLC | 1.088 | 0,00 | 320 | 4,93 | ||||
| 2026-04-14 | 13F | Southland Equity Partners LLC | 4.348 | -1,52 | 1.249 | -2,58 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 47.961 | 14,56 | 13.919 | 13,19 | ||||
| 2026-02-06 | 13F | BOK Financial Private Wealth, Inc. | 145.859 | 1,46 | 42.331 | -0,11 | ||||
| 2026-02-06 | 13F | Empirical Asset Management, LLC | 10.088 | -0,46 | 748 | -2,98 | ||||
| 2026-01-07 | 13F | Corsicana & Co. | 153 | 0,00 | 44 | 0,00 | ||||
| 2026-02-17 | 13F | Evercore Wealth Management, LLC | 13.564 | 0,00 | 3.937 | -1,20 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 6.040 | -10,93 | 1.735 | -11,85 | ||||
| 2026-02-12 | 13F | Hudock, Inc. | 781 | 0,39 | 227 | -0,88 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 20.143 | -16,69 | 5.785 | -17,56 | ||||
| 2026-04-29 | 13F | Nicholas Hoffman & Company, LLC. | 1.185.900 | 0,80 | 340.567 | -0,25 | ||||
| 2026-02-05 | 13F | Noesis Capital Mangement Corp | 720 | 209 | ||||||
| 2026-01-23 | 13F | Northwest Quadrant Wealth Management, LLC | 175.950 | 0,94 | 51.064 | -0,27 | ||||
| 2026-02-17 | 13F | Covington Investment Advisors Inc. | 12.055 | 41,31 | 3 | 50,00 | ||||
| 2026-02-02 | 13F | Guardian Wealth Advisors, LLC | 1.122 | -10,31 | 326 | -11,44 | ||||
| 2026-01-27 | 13F | First Horizon Corp | 15.170 | -3,54 | 4.403 | -4,70 | ||||
| 2026-02-09 | 13F | Roundview Capital LLC | 45.266 | 3,26 | 13.137 | 2,02 | ||||
| 2026-02-05 | 13F | Sherman Asset Management, Inc. | 4.510 | -0,11 | 1.039 | -21,72 | ||||
| 2026-02-06 | 13F | Ironwood Investment Counsel, LLC | 4.480 | -23,43 | 1.300 | -24,33 | ||||
| 2026-02-23 | 13F | Kera Capital Partners, Inc. | 2.360 | 0,00 | 699 | 0,72 | ||||
| 2026-02-03 | 13F | Mma Asset Management Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Jacobi Capital Management LLC | 4.803 | 1,54 | 1.394 | 0,29 | ||||
| 2026-02-10 | 13F | Yukon Wealth Management, Inc. | 3.601 | -28,34 | 1.073 | -27,25 | ||||
| 2026-02-12 | 13F | Front Row Advisors LLC | 439 | 0,00 | 127 | -1,55 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Calamos Wealth Management LLC | 20.189 | 0,10 | 5.859 | -1,10 | ||||
| 2026-04-21 | 13F | Capital Investment Counsel, Inc | 54 | 0,00 | 16 | 0,00 | ||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 65 | 0,00 | 19 | 0,00 | ||||
| 2026-04-23 | 13F | Vista Investment Partners Ii, Llc | 3.604 | 24,75 | 1.035 | 23,39 | ||||
| 2026-01-12 | 13F | National Wealth Management Group, LLC | 5.396 | -2,74 | 1.566 | -3,93 | ||||
| 2026-04-10 | 13F | PFW Advisors LLC | 7.964 | -14,63 | 2.287 | -15,52 | ||||
| 2026-04-24 | 13F | Heritage Investors Management Corp | 58.327 | -2,91 | 17 | -5,88 | ||||
| 2026-02-09 | 13F | Topel & Distasi Wealth Management, LLC | 8.510 | 1,01 | 2.470 | -0,20 | ||||
| 2026-04-22 | 13F | Caldwell Trust Co | 32.227 | 0,77 | 9.255 | -0,29 | ||||
| 2026-04-15 | 13F | Guardian Financial Partners, LLC | 3.081 | -4,85 | 885 | -5,86 | ||||
| 2026-02-11 | 13F | Capital Group Private Client Services, Inc. | 2.141 | 1,57 | 621 | 0,32 | ||||
| 2026-04-20 | 13F | First PREMIER Bank | 27.253 | 1,47 | 8 | 0,00 | ||||
| 2026-02-14 | 13F | POM Investment Strategies, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-19 | 13F | Claris Financial LLC | 2.428 | 8,10 | 705 | 6,83 | ||||
| 2026-02-05 | 13F | New York Life Investment Management Llc | 162.096 | 0,66 | 47.043 | -0,54 | ||||
| 2026-02-09 | 13F | Arvest Bank Trust Division | 990 | 8,20 | 287 | 7,09 | ||||
| 2026-04-03 | 13F | Waller Financial Planning Group, Inc | 22.606 | -18,60 | 6.492 | -19,44 | ||||
| 2026-04-28 | 13F | Hardy Reed LLC | 1.700 | 0,00 | 488 | -1,01 | ||||
| 2026-04-16 | 13F | Stanley-Laman Group, Ltd. | 1.046 | 300 | ||||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 8.542 | 5,89 | 2.453 | 4,78 | ||||
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 69.147 | -3,66 | 20.068 | -4,81 | ||||
| 2026-01-22 | 13F | Harwood Advisory Group, LLC | 123 | 36 | ||||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 13.032 | -0,28 | 3.743 | -1,32 | ||||
| 2026-02-10 | 13F | REAP Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Kieckhefer Group Llc | 3.021 | 0,00 | 868 | -1,03 | ||||
| 2026-04-29 | 13F | TriaGen Wealth Management LLC | 53.653 | 1,45 | 15.408 | 0,39 | ||||
| 2026-01-28 | 13F | SP Asset Management LLC | 127.785 | 0,79 | 37.086 | -0,42 | ||||
| 2026-02-05 | 13F | Thayer Partners, LLC / MA | 2.095 | 608 | ||||||
| 2026-02-09 | 13F | Darden Wealth Group Inc | 4.271 | 0,00 | 1.240 | -1,20 | ||||
| 2026-04-08 | 13F | KWB Wealth | 1.037 | 0,00 | 301 | 0,00 | ||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 1.013.024 | -1,10 | 294.000 | -2,28 | ||||
| 2026-02-17 | 13F | Fairscale Capital, LLC | 232 | 0,00 | 67 | -1,47 | ||||
| 2026-04-08 | 13F | Towerpoint Wealth, LLC | 55.782 | 1,16 | 16.019 | 0,10 | ||||
| 2026-02-12 | 13F | Proficio Capital Partners LLC | 1.293 | 14,63 | 375 | 13,29 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 9.929 | 7,47 | 2.852 | 6,34 | ||||
| 2026-04-21 | 13F | Armbruster Capital Management, Inc. | 14.033 | 0,29 | 4.030 | -0,79 | ||||
| 2026-02-17 | 13F | Strive Financial Group ,LLC | 24.331 | 7.061 | ||||||
| 2026-02-12 | 13F | Financial Engines Advisors L.L.C. | 55.525 | -58,48 | 16.114 | -58,98 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 42.651 | 226,38 | 12.249 | 223,00 | ||||
| 2026-02-13 | 13F | 1832 Asset Management L.P. | 541.319 | 0,98 | 157.102 | -0,23 | ||||
| 2026-04-17 | 13F | Tectonic Advisors Llc | 84.571 | 1,44 | 24.287 | 0,38 | ||||
| 2026-02-11 | 13F | Ipsen Advisor Group LLC | 1.286 | -3,89 | 373 | -5,09 | ||||
| 2026-04-06 | 13F | WASHINGTON TRUST Co | 25.925 | -0,51 | 7.445 | -1,55 | ||||
| 2026-02-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 2.767 | 1,73 | 803 | 0,63 | ||||
| 2026-04-28 | 13F | Hoey Investments, Inc | 220 | 0,46 | 63 | 0,00 | ||||
| 2026-04-20 | 13F | Tower View Investment Management & Research LLC | 1.421 | -0,07 | 408 | -0,97 | ||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | First National Bank Of Omaha | 29.947 | 132,83 | 8.733 | 131,15 | ||||
| 2026-04-24 | 13F | Keystone Global Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Kingdom Financial Group LLC. | 201 | 58 | ||||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 26.968.673 | 2,91 | 7.826.848 | 1,68 | ||||
| 2026-02-10 | 13F | Redwood Financial Network Corp | 1.409 | -13,19 | 409 | -14,08 | ||||
| 2026-01-09 | 13F | 180 Wealth Advisors, Llc | 1.529 | -1,23 | 444 | -2,42 | ||||
| 2026-04-10 | 13F | Field & Main Bank | 55.822 | 6,32 | 16.031 | 5,20 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 21.489.205 | -6,60 | 6.236.597 | -7,31 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 52.913 | -0,22 | 15.196 | -1,26 | ||||
| 2026-04-20 | 13F | Penobscot Wealth Management | 1.089 | -6,68 | 313 | -7,69 | ||||
| 2026-02-05 | 13F | IMG Wealth Management, Inc. | 307 | -30,86 | 89 | -31,54 | ||||
| 2026-02-13 | 13F | Abound Financial, Llc | 36.412 | 10.568 | ||||||
| 2026-01-28 | 13F | O'ROURKE & COMPANY, Inc | 3.268 | 0,71 | 948 | -0,52 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 5.678 | -0,21 | 1.631 | -1,27 | ||||
| 2026-04-21 | 13F | First United Bank Trust/ | 33.736 | 40,04 | 9.688 | 38,58 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 33.739 | 6,67 | 9.689 | 5,56 | ||||
| 2026-04-22 | 13F | Churchill Financial Advisors, LLC | 2.808 | -27,59 | 806 | -28,36 | ||||
| 2026-01-23 | 13F | Rsm Us Wealth Management Llc | 60.809 | 1,01 | 17.812 | 0,38 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 89.427 | -11,57 | 25.682 | -12,49 | ||||
| 2026-01-30 | 13F | Citizens National Bank Trust Department | 1.177 | 0,00 | 342 | -1,16 | ||||
| 2026-02-12 | 13F | Johnson Financial Group, Inc. | 2.505 | -2,38 | 727 | -3,84 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 15.962 | 6,78 | 4.584 | 5,65 | ||||
| 2026-04-24 | 13F | Bayban | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 12.213 | 5,95 | 3.507 | 4,84 | ||||
| 2026-02-06 | 13F | Financial Synergies Wealth Advisors, Inc. | 382.860 | 2,86 | 111.113 | 1,63 | ||||
| 2026-02-10 | 13F | SCS Capital Management LLC | 20.177 | 2,01 | 5.856 | 0,74 | ||||
| 2026-04-16 | 13F | Davis Capital Management | 53 | 0,00 | 15 | 0,00 | ||||
| 2026-04-22 | 13F | Atlantic Edge Private Wealth Management, LLC | 217 | 0,00 | 62 | 0,00 | ||||
| 2026-04-02 | 13F | Hilltop National Bank | 6.948 | 1,16 | 1.995 | 0,10 | ||||
| 2026-01-29 | 13F | Carmel Capital Partners, LLC | 3.200 | -1,66 | 929 | -2,83 | ||||
| 2026-04-09 | 13F | TrueWealth Advisors, LLC | 4.975 | -0,78 | 1.429 | -1,86 | ||||
| 2026-02-13 | 13F | Destination Wealth Management | 853 | 21,16 | 248 | 19,90 | ||||
| 2026-02-17 | 13F | Ameriflex Group, Inc. | 608 | -49,92 | 176 | -50,56 | ||||
| 2025-11-17 | 13F | FSA Wealth Management LLC | 671 | 38,92 | 197 | 43,07 | ||||
| 2026-04-13 | 13F | Bank & Trust Co | 20 | 0,00 | 6 | 0,00 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 1.225 | -0,89 | 352 | -1,96 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 18.607 | -3,45 | 5.739 | -1,12 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 7.528 | 19,51 | 2.162 | 18,28 | ||||
| 2026-04-13 | 13F | GoalVest Advisory LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Auctus Advisors Llc | 1.007 | -7,87 | 289 | -8,83 | ||||
| 2026-04-23 | 13F | Kerntke Otto McGlone Wealth Management Group | 976 | -3,46 | 280 | -4,44 | ||||
| 2026-04-13 | 13F | Stockman Wealth Management, Inc. | 1.503 | -22,37 | 432 | -23,17 | ||||
| 2026-01-23 | 13F | Cove Private Wealth, LLC | 1.600 | 0,00 | 464 | -1,07 | ||||
| 2026-04-23 | 13F | Ellenbecker Investment Group | 13.551 | 0,33 | 3.892 | -0,74 | ||||
| 2026-02-10 | 13F | MGO Private Wealth, LLC | 9.818 | -4,32 | 2.849 | -5,47 | ||||
| 2026-04-21 | 13F | Columbus Macro, LLC | 9.457 | 0,60 | 2.716 | -0,48 | ||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 552.805 | 1,38 | 160.435 | 0,16 | ||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 12.473 | -0,98 | 3.582 | -2,02 | ||||
| 2026-04-13 | 13F | Lake Street Financial Llc | 9.222 | 0,00 | 2.648 | -1,05 | ||||
| 2026-04-08 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 2.041 | -9,53 | 586 | -10,40 | ||||
| 2026-04-15 | 13F | Norden Group Llc | 1.255 | 360 | ||||||
| 2026-04-14 | 13F | Centerline Wealth Advisors, LLC | 9.119 | -34,72 | 2.619 | -35,42 | ||||
| 2026-02-06 | 13F | Aviance Capital Partners, LLC | 1.223 | 0,00 | 355 | -1,39 | ||||
| 2026-02-17 | 13F | Aureus Asset Management, LLC | 8.883 | 2,69 | 2.578 | 1,46 | ||||
| 2026-01-27 | 13F | Autumn Glory Partners, LLC | 3.327 | 966 | ||||||
| 2026-02-13 | 13F | Baldwin Investment Management, LLC | 776 | 0,65 | 225 | -0,44 | ||||
| 2026-02-17 | 13F | Edmond De Rothschild Holding S.a. | 20 | 0,00 | 6 | 0,00 | ||||
| 2026-02-03 | 13F | Legacy Wealth Managment, LLC/ID | 5 | -86,84 | 1 | -90,91 | ||||
| 2026-02-10 | 13F | Greenspring Advisors, LLC | 2.630 | 201,26 | 763 | 198,05 | ||||
| 2026-01-15 | 13F | Founders Capital Management | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-06 | 13F | New Millennium Group LLC | 482 | -3,98 | 140 | -5,44 | ||||
| 2026-04-08 | 13F | Graves-Light Private Wealth Management, Inc. | 9.326 | 3,12 | 2.678 | 2,06 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 25.351 | 0,86 | 7.280 | -0,19 | ||||
| 2026-02-11 | 13F | Motley Fool Wealth Management, LLC | 22.524 | 75,19 | 6.537 | 73,09 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 6.543 | 1,36 | 1.880 | 0,32 | ||||
| 2026-02-25 | 13F | Westshore Wealth, LLC | 2.537 | 0,08 | 736 | -1,08 | ||||
| 2026-03-06 | 13F | Union Savings Bank | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Tarbox Family Office, Inc. | 50.251 | -5,50 | 14.431 | -6,49 | ||||
| 2026-04-24 | 13F | American Institute for Advanced Investment Management, LLP | 1.960 | -7,11 | 563 | -8,17 | ||||
| 2026-04-29 | 13F | First Interstate Bank | 2.365 | 4,00 | 679 | 3,03 | ||||
| 2026-01-30 | 13F | Wealthstar Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Donaldson Capital Management, Llc | 3.235 | -0,43 | 939 | -1,68 | ||||
| 2026-04-16 | 13F | Envision Financial LLC | 28.658 | 0,95 | 8.230 | -0,10 | ||||
| 2026-01-13 | 13F | Lionshead Wealth Management, LLC | 696 | 202 | ||||||
| 2026-02-05 | 13F | Pinnacle Financial Group, LLC / IL | 17.971 | 3,81 | 5.216 | 2,54 | ||||
| 2026-02-09 | 13F | Leavell Investment Management, Inc. | 191.992 | 0,64 | 55.720 | -0,92 | ||||
| 2026-02-02 | 13F | Summit Wealth & Retirement Planning, Inc. | 1.699 | 0,00 | 493 | -1,20 | ||||
| 2026-02-02 | 13F | Grantvest Financial Group LLC | 1.756 | -1,13 | 510 | -2,30 | ||||
| 2026-02-09 | 13F | Integrity Advisory Solutions, LLC | 971 | 18,13 | 282 | 16,60 | ||||
| 2026-02-12 | 13F | Cutler Investment Counsel Llc | 161.555 | 2,43 | 46.886 | 0,85 | ||||
| 2026-02-23 | 13F | Monetary Solutions, Ltd | 1.446 | 420 | ||||||
| 2026-04-23 | 13F | Catalina Capital Group, LLC | 707 | 0,00 | 203 | -0,98 | ||||
| 2026-01-22 | 13F | Bear Mountain Capital, Inc. | 156.527 | 1,23 | 47.157 | 3,90 | ||||
| 2026-04-09 | 13F | Noble Family Wealth, LLC | 40.652 | 0,41 | 11.674 | -0,64 | ||||
| 2026-04-13 | 13F | Enclave Advisors LLC | 130.532 | 9,57 | 37.486 | 8,43 | ||||
| 2026-02-11 | 13F | Cerity Partners LLC | 1.117.113 | 18,46 | 324.704 | 17,32 | ||||
| 2026-02-13 | 13F | Bank Of Nova Scotia | 759 | 0,00 | 220 | -0,90 | ||||
| 2026-02-17 | 13F | Capital Insight Partners, Llc | 17.337 | -9,02 | 5.032 | -10,11 | ||||
| 2026-02-10 | 13F | Allred Capital Management, LLC | 1.577 | 0,13 | 458 | -1,08 | ||||
| 2026-02-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 4.593 | 147,73 | 1.333 | 144,85 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 107.478 | 0,65 | 31.317 | -2,05 | ||||
| 2026-02-09 | 13F | Choate Investment Advisors | 8.107 | -55,24 | 2.353 | -55,79 | ||||
| 2026-02-17 | 13F | Family Management Corp | 469 | 0,00 | 136 | -0,73 | ||||
| 2026-04-20 | 13F | YANKCOM Partnership | 169 | 0,00 | 49 | -2,04 | ||||
| 2026-04-14 | 13F | LifePlan Financial, LLC | 3.281 | -3,22 | 942 | -4,17 | ||||
| 2026-04-21 | 13F | J2 Capital Management Inc | 2.796 | 12,56 | 803 | 11,39 | ||||
| 2026-04-21 | 13F | Northern Lights Advisors, Inc. | 1.089 | 0,00 | 313 | -1,27 | ||||
| 2026-04-14 | 13F | Flower City Capital | 818 | 0,00 | 235 | -1,27 | ||||
| 2026-04-14 | 13F | Gibson Wealth Advisors LLC | 866 | 0,00 | 249 | -1,20 | ||||
| 2026-03-31 | 13F | Sankala Group LLC | 1.075 | 0,84 | 307 | -6,13 | ||||
| 2026-01-28 | 13F | EnRich Financial Partners LLC | 54.916 | 3,72 | 15.938 | 2,48 | ||||
| 2026-02-10 | 13F | Madison Wealth Partners, Inc | 1.465 | 6,47 | 425 | 5,20 | ||||
| 2026-02-17 | 13F | Clark Capital Management Group, Inc. | 2.566 | 85,54 | 745 | 83,25 | ||||
| 2025-11-04 | 13F | Guerra Advisors Inc | 236 | 69 | ||||||
| 2026-02-13 | 13F | Trillium Asset Management, Llc | 801 | 232 | ||||||
| 2026-04-23 | 13F | Brown Miller Wealth Management, LLC | 6.221 | 0,00 | 1.787 | -1,05 | ||||
| 2026-02-13 | 13F | First Long Island Investors, LLC | 890 | 0,00 | 258 | -1,15 | ||||
| 2026-02-02 | 13F | Pittenger & Anderson Inc | 279.656 | 2,58 | 81.162 | 1,35 | ||||
| 2026-02-02 | 13F | Your Advocates Ltd., LLP | 124 | 0,00 | 36 | -2,78 | ||||
| 2026-04-14 | 13F | FC Advisory LLC | 2.051 | 0,00 | 589 | -1,18 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 338.421 | 0,37 | 98.217 | -0,83 | ||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 529.150 | 58,11 | 153.570 | 55,67 | ||||
| 2026-04-28 | 13F | Steigerwald, Gordon & Koch Inc. | 237 | 0,00 | 68 | 0,00 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 372 | 0,00 | 107 | -0,93 | ||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 316 | 0,00 | 92 | -1,09 | ||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 3.388 | 0,00 | 973 | -1,02 | ||||
| 2026-01-22 | 13F | Bartlett & Co. Wealth Management Llc | 16.737 | -4,21 | 4.857 | -5,45 | ||||
| 2026-02-17 | 13F | Basso Capital Management, L.p. | 867 | 0,00 | 252 | -1,18 | ||||
| 2026-02-13 | 13F | Parkside Financial Bank & Trust | 2.618 | 29,16 | 760 | 27,56 | ||||
| 2026-04-10 | 13F | Intellectus Partners, LLC | 8.751 | 0,19 | 2.513 | -0,83 | ||||
| 2026-02-13 | 13F | Transamerica Financial Advisors, Inc. | 73.977 | -8,34 | 21.470 | -9,44 | ||||
| 2026-02-12 | 13F | Lbmc Investment Advisors, Llc | 44.359 | 0,00 | 12.874 | -1,20 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 3.072 | 4,31 | 882 | 3,28 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 1.520.836 | 3,31 | 441.377 | 2,07 | ||||
| 2026-04-15 | 13F | Sightline Wealth Advisors, LLC | 1.758 | 0,17 | 505 | -0,79 | ||||
| 2026-04-21 | 13F | Strategic Equity Management | 2.629 | -19,18 | 755 | -20,13 | ||||
| 2026-02-12 | 13F | Hibernia Wealth Partners, LLC | 2.603 | 101,00 | 755 | 98,68 | ||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 1.258 | -67,45 | 361 | -65,55 | ||||
| 2025-11-06 | 13F | Financial Advocates Investment Management | 691 | -92,60 | 203 | -92,27 | ||||
| 2026-04-13 | 13F | Highland Capital Management, Llc | 8.147 | -0,77 | 2.340 | -1,81 | ||||
| 2026-02-10 | 13F | Sittner & Nelson, Llc | 830 | 0,12 | 250 | 2,47 | ||||
| 2026-04-14 | 13F | Westend Capital Management LLC | 175 | 0,00 | 50 | 0,00 | ||||
| 2026-02-11 | 13F | CNB Bank | 118 | 0,00 | 34 | 0,00 | ||||
| 2026-04-27 | 13F | Northeast Planning Associates, Inc. / Nh / | 943 | 0,00 | 271 | -1,10 | ||||
| 2026-02-11 | 13F | Truepoint, Inc. | 5.457 | 2,42 | 1.584 | 1,15 | ||||
| 2026-02-13 | 13F | Ubs Asset Management Americas Inc | 500.120 | 145.145 | ||||||
| 2026-04-14 | 13F | Grant Private Wealth Management Inc | 707 | 1,00 | 203 | 0,00 | ||||
| 2026-04-01 | 13F | Adelphi Trust Co | 34.778 | 10,00 | 9.988 | 8,85 | ||||
| 2026-04-15 | 13F | Verum Partners LLC | 1.741 | 0,29 | 500 | -0,60 | ||||
| 2026-02-13 | 13F | Wimmer Associates 1, Llc | 1.389 | 0,00 | 403 | -1,23 | ||||
| 2026-04-21 | 13F | Buttonwood Financial Advisors Inc. | 2.292 | -0,35 | 658 | -1,35 | ||||
| 2026-02-05 | 13F | Blume Capital Management, Inc. | 139 | 0,00 | 40 | 0,00 | ||||
| 2026-02-13 | 13F | Fidato Wealth LLC | 138.455 | 2,75 | 40.183 | 1,52 | ||||
| 2025-11-04 | 13F | Garrison Bradford & Associates Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Evelyn Partners Investment Management Services Ltd | 4.606 | 48,77 | 1.337 | 46,97 | ||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 26.699 | -14,49 | 7.667 | -15,39 | ||||
| 2026-02-04 | 13F | Dynamic Wealth Strategies, LLC | 7.306 | 57,76 | 2.120 | 55,88 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 18.130.035 | 3,82 | 5.261.699 | 2,58 | ||||
| 2026-02-12 | 13F | Pcg Asset Management, Llc | 1.206 | 6,44 | 351 | 5,72 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 19.663 | 10,83 | 5.647 | 9,65 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 13.596 | 31,99 | 3.905 | 30,61 | ||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 2.679 | 777 | ||||||
| 2026-04-22 | 13F | Midwest Financial Group LLC | 1.011 | 0,00 | 290 | -1,02 | ||||
| 2026-01-13 | 13F | Stablepoint Partners, LLC | 7.773 | -0,10 | 2.256 | -1,31 | ||||
| 2026-01-21 | 13F | Crews Bank & Trust | 1.592 | 50,33 | 462 | 48,55 | ||||
| 2025-11-13 | 13F | Riggs Asset Managment Co. Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Gratus Wealth Advisors, LLC | 39.870 | 1,06 | 11.571 | -0,15 | ||||
| 2026-02-06 | 13F | Harbor Advisory Corp /ma/ | 35.147 | 4,42 | 10.200 | 3,18 | ||||
| 2026-04-23 | 13F | Blackston Financial Advisory Group, LLC | 23.328 | 0,18 | 6.699 | -0,87 | ||||
| 2026-04-21 | 13F | Encompass Wealth Advisors, Llc | 10.960 | -1,36 | 3.147 | -2,39 | ||||
| 2026-02-10 | 13F | Transatlantique Private Wealth Llc | 1.057 | 0,00 | 307 | -1,29 | ||||
| 2026-02-11 | 13F | Paces Ferry Wealth Advisors, Llc | 2.121 | 0,00 | 615 | -1,13 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 217 | -3,56 | 62 | -4,62 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 1.338 | -77,11 | 384 | -77,57 | ||||
| 2026-04-23 | 13F | Ironwood Wealth Management, LLC. | 1.069 | -4,55 | 307 | -5,85 | ||||
| 2026-04-24 | 13F | Petros Family Wealth, LLC | 18.462 | 9,23 | 5.302 | 8,09 | ||||
| 2026-02-04 | 13F | Heritage Wealth Management, Inc. /CA/ | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | GeoWealth Management, LLC | 78.980 | -1,89 | 22.922 | -3,07 | ||||
| 2026-02-13 | 13F | Balanced Rock Investment Advisor | 5.757 | 8,73 | 1.671 | 7,40 | ||||
| 2026-01-16 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9.146 | 10,29 | 2.654 | 8,99 | ||||
| 2026-04-16 | 13F | Westmount Partners, LLC | 1.811 | 0,28 | 520 | -0,76 | ||||
| 2026-01-28 | 13F | Financial Perspectives, Inc | 362 | 8,71 | 105 | 8,25 | ||||
| 2026-02-04 | 13F | Midwest Trust Co | 1.005.805 | 4,57 | 291.905 | 3,31 | ||||
| 2026-04-23 | 13F/A | Private Wealth Group, LLC | 2.778 | 0,00 | 798 | -1,12 | ||||
| 2026-02-10 | 13F | Fielder Capital Group LLC | 702 | 204 | ||||||
| 2026-02-10 | 13F | Welch & Forbes Llc | 10.474 | 6,65 | 3.040 | 5,37 | ||||
| 2026-04-08 | 13F | Orrstown Financial Services Inc | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Aries Wealth Management | 44.496 | 8,38 | 12.914 | 7,08 | ||||
| 2026-02-05 | 13F | Accredited Investors Inc. | 29.216 | -0,38 | 8.479 | -1,57 | ||||
| 2026-02-09 | 13F | Eukles Asset Management | 2 | 0,00 | 1 | |||||
| 2026-02-03 | 13F | American Financial Advisors, LLC | 83.430 | -2,02 | 24.213 | -3,19 | ||||
| 2026-04-02 | 13F | Byrne Asset Management LLC | 663 | -6,62 | 190 | -7,77 | ||||
| 2026-04-17 | 13F | Provident Wealth Management, LLC | 374 | 0,00 | 107 | -0,93 | ||||
| 2026-02-17 | 13F | Envision Financial Planning, LLC | 3.984 | 0,03 | 1.156 | -1,11 | ||||
| 2026-04-06 | 13F | Private Client Services, Llc | 28.635 | 3,74 | 8.223 | 2,66 | ||||
| 2026-04-28 | 13F | Pennsylvania Capital Management Inc /adv | 8.864 | 0,00 | 2.546 | -1,05 | ||||
| 2026-04-21 | 13F | Washington Growth Strategies Llc | 1.629 | -9,50 | 468 | -10,54 | ||||
| 2026-02-10 | 13F | Florida Financial Advisors, Llc | 2.910 | 0,34 | 834 | -2,11 | ||||
| 2026-02-17 | 13F | Creative Planning | Put | 0 | -100,00 | 0 | ||||
| 2026-04-21 | 13F | New Perspectives, Inc | 8.847 | -1,07 | 2.541 | -2,12 | ||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 1.042 | -3,25 | 304 | -2,88 | ||||
| 2026-04-16 | 13F | Beese Fulmer Investment Management, Inc. | 2.461 | -12,36 | 707 | -13,27 | ||||
| 2026-04-20 | 13F | Dagco, Inc. | 589 | 0,00 | 169 | -0,59 | ||||
| 2026-04-23 | 13F | OakTrust Wealth Advisors, LLC | 894 | 0,00 | 257 | -1,16 | ||||
| 2026-02-11 | 13F | Teachers Insurance & Annuity Association Of America | 806 | -2,54 | 234 | -3,72 | ||||
| 2026-02-13 | 13F | Segall Bryant & Hamill, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-23 | 13F | Sonoma Allocations LLC | 2.352 | 0,94 | 699 | 4,02 | ||||
| 2026-04-21 | 13F | Pacific Park Financial, Inc. | 3.363 | 35,22 | 966 | 33,84 | ||||
| 2026-01-22 | 13F | ETF Store, Inc. | 2.680 | 0,83 | 778 | -0,38 | ||||
| 2026-02-06 | 13F | Rps Advisory Solutions Llc | 3.101 | -1,56 | 900 | -2,81 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 10.268 | -28,64 | 2.949 | -29,39 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 73.752 | 0,31 | 21.490 | -2,38 | ||||
| 2026-02-13 | 13F | North Ridge Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Violich Capital Management, Inc. | 730 | 0,00 | 210 | -0,95 | ||||
| 2026-04-22 | 13F | Muirfield Wealth Advisors Llc | 3.631 | 10,94 | 1.043 | 9,80 | ||||
| 2026-04-22 | 13F | Madison Park Capital Advisors, LLC | 1.112 | 1,18 | 319 | 0,31 | ||||
| 2026-04-22 | 13F | Advocate Investing Services LLC | 997 | 0,00 | 286 | -1,04 | ||||
| 2026-01-13 | 13F | Kathmere Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | RAM Investment Partners, LLC | 1.437 | -0,14 | 417 | -1,18 | ||||
| 2026-01-26 | 13F | Asset Dedication, LLC | 4.136 | -1,48 | 1.200 | -2,68 | ||||
| 2026-04-10 | 13F | Sunflower Bank, N.A. | 712 | 0,00 | 204 | -0,97 | ||||
| 2026-04-21 | 13F | Northeast Investment Management | 75.379 | 3,84 | 21.647 | 2,75 | ||||
| 2026-04-29 | 13F/A | Farmers & Merchants Trust Co of Chambersburg PA | 1.048 | 0,00 | 0 | |||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 1.702 | 5,32 | 489 | 4,05 | ||||
| 2026-04-15 | 13F | Bernardo Wealth Planning LLC | 17.836 | 4,15 | 5.122 | 3,06 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 46.882 | 0,04 | 13.464 | -1,01 | ||||
| 2026-01-15 | 13F | Gleason Group, Inc. | 18.606 | 0,60 | 5.400 | -0,61 | ||||
| 2026-02-12 | 13F | Adviser Investments LLC | 24.643 | 16,34 | 7.152 | 14,95 | ||||
| 2026-02-17 | 13F | Angeles Wealth Management, Llc | 2.268 | -4,83 | 658 | -5,87 | ||||
| 2026-04-23 | 13F | Prosperity Advisers, LLC | 1.335 | -16,09 | 383 | -16,92 | ||||
| 2026-01-26 | 13F | Bcm Advisors, Llc | 12.340 | 11,51 | 3.685 | 13,52 | ||||
| 2026-04-15 | 13F | Weil Company, Inc. | 18.683 | 8,93 | 5.365 | 7,80 | ||||
| 2026-02-10 | 13F | Viawealth, Llc | 5.982 | -4,20 | 1.736 | -5,34 | ||||
| 2026-02-13 | 13F | Snowwater Investment Partners, Llc | 10.710 | 3.108 | ||||||
| 2026-04-28 | 13F | Retirement Financial Solutions, Llc | 1.583 | 4,21 | 454 | 3,18 | ||||
| 2026-04-24 | 13F | Financial Plan, Inc. | 1.464 | 420 | ||||||
| 2026-02-13 | 13F | Hurley Capital, LLC | 73 | 1,39 | 21 | 0,00 | ||||
| 2026-04-23 | 13F | Chicago Capital, LLC | 1.788 | 3,29 | 513 | 2,19 | ||||
| 2026-02-03 | 13F | Black Diamond Financial, LLC | 43.113 | -0,97 | 12.512 | -2,15 | ||||
| 2026-02-13 | 13F | Searle & Co. | 1.000 | 0,00 | 290 | -1,02 | ||||
| 2026-02-17 | 13F | Running Point Capital Advisors, LLC | 178 | 0,00 | 52 | -1,92 | ||||
| 2026-04-29 | 13F | Sunrise Financial Services, LLC | 522 | 150 | ||||||
| 2026-02-06 | 13F | Baron Silver Stevens Financial Advisors, Llc | 17.315 | 4,64 | 5.025 | 3,40 | ||||
| 2026-01-30 | 13F | Wealthfront Advisers Llc | 14.526 | -2,11 | 4.216 | -3,28 | ||||
| 2026-02-04 | 13F | Valeo Financial Advisors, LLC | 31.301 | 0,88 | 7.768 | -0,18 | ||||
| 2026-02-06 | 13F | Redmont Wealth Advisors Llc | 275 | 17,02 | 80 | 14,49 | ||||
| 2026-04-22 | 13F | Hoese & Co LLP | 1.890 | 0,00 | 543 | -1,09 | ||||
| 2026-02-12 | 13F | Helium Advisors LLC | 1.091 | 0,74 | 317 | -0,32 | ||||
| 2026-02-12 | 13F | Sepio Capital, LP | 10.973 | 3,54 | 3.185 | 2,28 | ||||
| 2026-02-17 | 13F | Wallace Hart LLC | 32 | 0,00 | 9 | 0,00 | ||||
| 2026-01-12 | 13F | Divergent Planning, LLC | 2.209 | -7,46 | 646 | -8,24 | ||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 423.105 | -0,10 | 122.794 | -1,30 | ||||
| 2026-02-10 | 13F | Rice Partnership, LLC | 579 | -2,69 | 168 | -3,45 | ||||
| 2026-01-08 | 13F | Chesapeake Asset Management Llc | 276 | 80 | ||||||
| 2026-02-04 | 13F | Mascoma Wealth Management LLC | 3.261 | -1,45 | 947 | -2,67 | ||||
| 2026-04-22 | 13F | Grove Street Fiduciary, LLC | 1.358 | 0,00 | 390 | -1,02 | ||||
| 2026-04-23 | 13F | URS Advisory LLC | 940 | 5,62 | 270 | 4,26 | ||||
| 2026-04-27 | 13F | Financial Planning Fort Collins, LLC | 40.416 | 327,86 | 3.101 | 13,13 | ||||
| 2026-04-21 | 13F | Maltin Wealth Management, Inc. | 12.344 | 5,71 | 3.545 | 4,57 | ||||
| 2026-01-30 | 13F | Carrera Capital Advisors | 12.266 | 5,74 | 3.560 | 4,09 | ||||
| 2026-02-12 | 13F | Compass Capital Management, Inc | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | GoalFusion Wealth Management, LLC | 12.727 | 6,24 | 3.655 | 5,12 | ||||
| 2026-02-02 | 13F | Cornerstone Planning Group LLC | 116 | -95,14 | 35 | -91,73 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 2.614.495 | -8,20 | 758.779 | -9,30 | ||||
| 2026-02-17 | 13F | Signature Equity Partners, LLC | 1.648 | 478 | ||||||
| 2026-01-27 | 13F | Summit Financial Strategies, Inc. | 10.081 | 4,34 | 2.926 | 3,07 | ||||
| 2026-04-22 | 13F | Capital Management Associates, Inc | 19.769 | -6,97 | 5.677 | -7,95 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 1.355 | -0,51 | 393 | -1,50 | ||||
| 2026-02-04 | 13F | Anson Capital, Inc. | 13.799 | -2,43 | 4.005 | -3,61 | ||||
| 2026-02-11 | 13F | IMA Wealth, Inc. | 88 | 0,00 | 26 | 0,00 | ||||
| 2026-04-22 | 13F | Aureum Wealth Management, LLC | 963 | 13,43 | 277 | 12,20 | ||||
| 2026-02-19 | 13F | Birchwood Financial Partners, Inc. | 104 | 30 | ||||||
| 2026-02-14 | 13F | Bank of Marin | 11.595 | 0,00 | 3.365 | -1,17 | ||||
| 2026-02-11 | 13F | Marks Group Wealth Management, Inc | 5.540 | 0,91 | 1.608 | -0,31 | ||||
| 2026-02-17 | 13F | Twin Focus Capital Partners, Llc | 4.953 | -0,22 | 1.438 | -1,44 | ||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 14.224 | 2,92 | 4.129 | 1,70 | ||||
| 2026-04-29 | 13F | Cahaba Wealth Management, Inc. | 1.154 | -1,03 | 331 | -2,07 | ||||
| 2026-02-13 | 13F | Monograph Wealth Advisors, Llc | 8.382 | 0,00 | 2.433 | -1,54 | ||||
| 2026-04-21 | 13F | Keystone Financial Services, LLC | 2.536 | -0,63 | 728 | -1,62 | ||||
| 2026-04-15 | 13F | Hengehold Capital Management Llc | 775 | 0,26 | 223 | -0,89 | ||||
| 2026-02-18 | 13F | Caitlin John, LLC | 4.297 | 0,66 | 1.247 | -0,48 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 891 | 147,50 | 256 | 145,19 | ||||
| 2026-02-10 | 13F | Performa Ltd (US), LLC | 214.058 | 9,79 | 62.124 | 8,47 | ||||
| 2026-02-17 | 13F | Opal Capital Llc | 1.380 | 381 | ||||||
| 2026-01-15 | 13F | Allspring Global Investments Holdings, LLC | 6.696 | 17,56 | 1.982 | 18,75 | ||||
| 2026-02-13 | 13F | Graney & King, LLC | 2.369 | 0,68 | 687 | -0,58 | ||||
| 2026-04-14 | 13F | Covenant Asset Management, LLC | 3.518 | -2,95 | 1.010 | -3,99 | ||||
| 2026-02-11 | 13F | Miramar Capital, LLC | 1.088 | 316 | ||||||
| 2026-04-29 | 13F | Burney Co/ | 0 | -100,00 | 0 | |||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 944 | -4,55 | 274 | -5,52 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 1.518 | 442 | ||||||
| 2026-01-16 | 13F | Wall Street Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Prospera Capital Management, LLC | 2.105 | 0,00 | 605 | -1,15 | ||||
| 2026-02-04 | 13F | Cascades Capital Asset Management, LLC | 19.904 | 10,80 | 5.777 | 9,48 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 28.656 | 19,30 | 8.229 | 18,05 | ||||
| 2026-02-11 | 13F | Endeavor Private Wealth, Inc. | 32.476 | 5,30 | 9.425 | 3,67 | ||||
| 2026-04-23 | 13F | Inman Jager Wealth Management, LLC | 1.916 | 1,48 | 550 | 0,55 | ||||
| 2026-02-12 | 13F | Foster Dykema Cabot & Partners, Llc | 2.553 | -49,65 | 741 | -50,47 | ||||
| 2026-02-18 | 13F | Garton & Associates Financial Advisors LLC | 480 | 139 | ||||||
| 2026-02-11 | 13F | Empowered Funds, LLC | 3.404 | -90,34 | 988 | -90,46 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 1.052 | 9,70 | 302 | 8,63 | ||||
| 2026-02-13 | 13F | Centaurus Financial, Inc. | 1.685 | 6,65 | 0 | |||||
| 2026-02-04 | 13F | Pandora Wealth, Inc. | 6.901 | -5,23 | 2.003 | -6,40 | ||||
| 2026-02-09 | 13F | HBK Sorce Advisory LLC | 1.690 | -4,79 | 509 | -2,12 | ||||
| 2026-02-13 | 13F | Sofos Investments, Inc. | 21 | 0,00 | 6 | 0,00 | ||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 637 | -9,52 | 185 | -10,68 | ||||
| 2026-01-22 | 13F | Yarger Wealth Strategies, Llc | 6.566 | 1,00 | 1.905 | -0,21 | ||||
| 2026-02-11 | 13F | Red Cedar Investment Management, Llc | 10.950 | 0,00 | 3.178 | -1,21 | ||||
| 2026-04-09 | 13F | Tilia Fiduciary Partners, Inc. | 1.552 | 8,38 | 446 | 7,23 | ||||
| 2026-02-02 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 1.917 | 12,50 | 556 | 11,20 | ||||
| 2026-02-05 | 13F | Passive Capital Management, LLC. | 829 | 0,00 | 241 | -1,23 | ||||
| 2026-02-11 | 13F | Deutsche Bank Ag\ | 3.019 | -0,98 | 876 | -2,12 | ||||
| 2026-04-14 | 13F | Sanchez Gaunt Capital Management, LLC | 2.124 | 610 | ||||||
| 2026-02-10 | 13F | Koss-Olinger Consulting, LLC | 3.689 | -9,54 | 1.071 | -6,13 | ||||
| 2026-04-10 | 13F | Eagle Wealth Strategies Llc | 4.491 | 35,31 | 1.290 | 33,85 | ||||
| 2026-04-21 | 13F | Mayfair Advisory Group, LLC | 2.119 | 3,62 | 609 | 1,67 | ||||
| 2026-01-27 | 13F | Checchi Capital Advisers, LLC | 6.534 | 8,20 | 1.896 | 6,94 | ||||
| 2026-04-08 | 13F | Canandaigua National Trust Co of Florida | 1.822 | -2,31 | 523 | -3,33 | ||||
| 2026-02-17 | 13F | VestGen Advisors, LLC | 8.820 | -43,34 | 2.560 | -44,03 | ||||
| 2026-02-17 | 13F | Wealth Watch Advisors, INC | 21 | 0,00 | 6 | 0,00 | ||||
| 2026-02-17 | 13F | Aspen Grove Capital, LLC | 1.961 | 0,15 | 570 | -1,39 | ||||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 13 | 4 | ||||||
| 2026-04-20 | 13F | Payne Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | FF Advisors,LLC | 19.300 | 264,98 | 1.482 | -3,39 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 94 | 0,00 | 27 | -3,70 | ||||
| 2026-03-24 | 13F | Armis Advisers, LLC | 1.687 | 26,27 | 481 | 24,03 | ||||
| 2026-04-24 | 13F | NavPoint Financial, Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-04 | 13F | ASB Consultores, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Mustico Financial Group, Inc. | 34.150 | 13,69 | 10.176 | 25,63 | ||||
| 2026-02-10 | 13F | Catalyst Capital Advisors LLC | 379.615 | 0,00 | 110.172 | -1,20 | ||||
| 2026-02-13 | 13F | Umb Bank N A/mo | 11.305 | 10,69 | 3.281 | 9,37 | ||||
| 2026-04-28 | 13F | Fortitude Advisory Group L.L.C. | 3.796 | -1,27 | 1.090 | -2,42 | ||||
| 2026-01-29 | 13F | DecisionPoint Financial, LLC | 778 | 70,99 | 226 | 69,17 | ||||
| 2026-04-23 | 13F | West Bancorporation Inc | 15.959 | 28,66 | 4.583 | 27,34 | ||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 401 | -11,87 | 115 | -12,88 | ||||
| 2026-01-27 | 13F | Jackson, Grant Investment Advisers, Inc. | 51.008 | -0,33 | 14.803 | -1,52 | ||||
| 2026-04-29 | 13F | Bluestem Financial Advisors, Llc | 3.879 | 0,05 | 1.114 | -1,07 | ||||
| 2026-04-14 | 13F | HighRoad Wealth Advisors, LLC | 25.524 | -0,95 | 7.330 | -1,99 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 127.536 | 11,06 | 37.014 | 9,73 | ||||
| 2026-02-02 | 13F | Principal Financial Group Inc | 202.332 | 250,29 | 58.725 | 246,07 | ||||
| 2026-02-13 | 13F | HFG Advisors, Inc. | 708 | 1,43 | 205 | 0,00 | ||||
| 2026-02-11 | 13F | Bradley & Co. Private Wealth Management, LLC | 220 | 0,00 | 64 | -1,56 | ||||
| 2026-04-15 | 13F | marrick wealth, LLC | 970 | -41,46 | 279 | -42,08 | ||||
| 2026-04-22 | 13F | Stone Point Wealth LLC | 6.953 | 0,90 | 1.997 | -0,15 | ||||
| 2026-04-17 | 13F | Monticello Wealth Management, Llc | 31.024 | 7,32 | 8.909 | 6,20 | ||||
| 2026-04-06 | 13F | InTrack Investment Management Inc | 1.176 | -23,19 | 338 | -24,10 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 21.420 | 0,21 | 6.152 | -0,84 | ||||
| 2026-04-08 | 13F | Olistico Wealth, LLC | 1.211 | -0,82 | 348 | -1,98 | ||||
| 2026-04-09 | 13F | Pacifica Partners Inc. | 118 | 0,85 | 34 | -2,94 | ||||
| 2026-01-28 | 13F | Retirement Planning Co of New England, Inc. | 9.698 | -2,70 | 2.814 | -3,86 | ||||
| 2026-04-20 | 13F | Davidson Trust Co | 2.515 | 6,07 | 722 | 4,94 | ||||
| 2026-01-30 | 13F | Trifecta Capital Advisors, LLC | 78 | 0,00 | 23 | 0,00 | ||||
| 2026-04-28 | 13F | Private Wealth Partners, LLC | 1.188 | 0,00 | 341 | -0,87 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 11.077 | -11,53 | ||||||
| 2026-01-28 | 13F | Edge Financial Advisors LLC | 1.448 | 0,70 | 420 | -0,47 | ||||
| 2026-01-29 | 13F | LFA - Lugano Financial Advisors SA | 800 | 0,00 | 232 | -0,85 | ||||
| 2026-02-13 | 13F | Aire Advisors, Llc | 4.027 | -0,54 | 1.169 | -1,77 | ||||
| 2026-04-29 | 13F | Geneva Partners, LLC | 2.223 | 8,70 | 638 | 7,59 | ||||
| 2026-02-02 | 13F | Heritage Financial Services, LLC | 2.241 | -8,90 | 650 | -9,97 | ||||
| 2026-02-04 | 13F | Meridian Wealth Management, LLC | 11.302 | 0,67 | 3.280 | -0,55 | ||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 404 | 0,00 | 117 | -0,85 | ||||
| 2026-04-14 | 13F | Heirloom Wealth Management | 7.373 | 336,27 | 2.117 | 332,04 | ||||
| 2026-04-27 | 13F | Pachira Investments Inc. | 6.005 | 42,43 | 1.724 | 40,96 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 224.445 | 15,91 | 64.456 | 14,69 | ||||
| 2026-04-10 | 13F | Aquire Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Fulton Bank, N.a. | 4.133 | 1,27 | 1.187 | 0,17 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 46.048 | -0,43 | 13.224 | -1,48 | ||||
| 2026-04-13 | 13F | Moody Lynn & Lieberson, Llc | 2.452 | 0,74 | 704 | -0,28 | ||||
| 2026-02-02 | 13F | Gouws Capital LLC | 1.541 | 0,00 | 447 | -1,11 | ||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 4.535 | 6,58 | 1.302 | 5,51 | ||||
| 2026-04-22 | 13F | McLean Asset Management Corp | 1.082 | 3,05 | 311 | -1,59 | ||||
| 2026-02-02 | 13F | Forza Wealth Management, LLC | 2.708 | 48,14 | 786 | 46,46 | ||||
| 2026-04-21 | 13F | Next Level Wealth Planning, LLC | 63.394 | 2,68 | 18.206 | 1,60 | ||||
| 2026-04-07 | 13F | Mb, Levis & Associates, Llc | 408 | 0,25 | 117 | -0,85 | ||||
| 2026-01-29 | 13F | Concord Wealth Partners | 186 | -38,61 | 54 | -39,77 | ||||
| 2026-04-27 | 13F | Investors Asset Management Of Georgia Inc /ga/ /adv | 2.836 | 19,01 | 814 | 17,80 | ||||
| 2026-04-22 | 13F | Wernau Asset Management Inc. | 3.617 | -5,36 | 1.039 | -6,40 | ||||
| 2026-02-09 | 13F | Horizon Family Wealth, Inc. | 29.876 | 0,56 | 8.671 | -0,65 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 2.277 | 0,09 | 654 | -1,06 | ||||
| 2026-02-10 | 13F | BKD Wealth Advisors, LLC | 44.440 | -4,39 | 12.897 | -5,54 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 14.408 | -2,33 | 4.138 | -3,36 | ||||
| 2026-02-06 | 13F | Cascade Financial Partners, LLC | 23.306 | -5,63 | 6.764 | -6,77 | ||||
| 2026-02-10 | 13F | Grandfield & Dodd, Llc | 2.639 | 0,00 | 766 | -1,29 | ||||
| 2026-02-12 | 13F | FreeGulliver LLC | 13.158 | 25,75 | 3.819 | 24,24 | ||||
| 2026-04-28 | 13F | RW Investment Management LLC | 14.181 | -10,90 | 4.072 | -12,88 | ||||
| 2026-04-15 | 13F | Marathon Strategic Advisors, LLC | 17.087 | -0,12 | 4.907 | -1,17 | ||||
| 2026-04-21 | 13F | Old Second National Bank Of Aurora | 52 | 0,00 | 15 | -6,67 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Intrepid Financial Planning Group LLC | 920 | 16,46 | 267 | 15,09 | ||||
| 2026-04-24 | 13F | Oakworth Capital, Inc. | 5.557 | 84,93 | 1.596 | 82,91 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 39.035 | 11,93 | 11.329 | 10,58 | ||||
| 2026-04-23 | 13F | Simmons Bank | 73.772 | -0,17 | 21.186 | -1,22 | ||||
| 2026-02-05 | 13F | Petix & Botte Co | 7.190 | -0,17 | 2.086 | -1,37 | ||||
| 2026-02-10 | 13F | Meridian Management Co | 19.410 | -2,79 | 5.633 | -3,96 | ||||
| 2026-02-17 | 13F | Wallace Capital Management Inc. | 765 | 0,00 | 222 | -0,89 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 1.976 | -12,91 | 568 | -13,83 | ||||
| 2026-01-27 | 13F | TFR Capital, LLC. | 2.675 | -2,01 | 776 | -3,12 | ||||
| 2026-04-14 | 13F | Joule Financial, LLC | 1.898 | 545 | ||||||
| 2026-01-28 | 13F | Joseph P. Lucia & Associates, LLC | 1.540 | -2,53 | 447 | -3,88 | ||||
| 2026-04-24 | 13F | Eagle Bay Advisors LLC | 2.539 | 0,04 | 732 | -0,68 | ||||
| 2026-04-24 | 13F | Slow Capital, Inc. | 1.349 | -27,63 | 387 | -28,47 | ||||
| 2026-04-08 | 13F | Ptm Wealth Management, Llc | 1.120 | -16,10 | 326 | -17,47 | ||||
| 2026-02-10 | 13F | Zhang Financial LLC | 92.354 | 5,49 | 26.803 | 4,23 | ||||
| 2026-02-09 | 13F | Glenview Trust Co | 88.378 | -0,72 | 25.649 | -1,91 | ||||
| 2026-01-20 | 13F | SOA Wealth Advisors, LLC. | 10.445 | -5,22 | 3.031 | -6,33 | ||||
| 2026-02-12 | 13F | Titleist Asset Management, Llc | 35.343 | 13,61 | 10.257 | 12,26 | ||||
| 2026-04-08 | 13F | Grove Bank & Trust | 24.509 | -18,69 | 7.038 | -19,54 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 1.499 | 53,43 | 431 | 51,94 | ||||
| 2026-03-12 | 13F | Farmers National Bank | 4.286 | -0,63 | 1.244 | -1,82 | ||||
| 2026-02-05 | 13F | Bessemer Group Inc | 68.397 | -64,71 | 20 | -66,07 | ||||
| 2026-02-13 | 13F | Wiregrass Investment Management Llc | 3.036 | 881 | ||||||
| 2026-04-03 | 13F | Ridgewood Investments LLC | 12.583 | 3,24 | 3.614 | 0,92 | ||||
| 2026-01-29 | 13F | Aprio Wealth Management, LLC | 1.138 | 3.448 | ||||||
| 2026-02-18 | 13F | Vermillion & White Wealth Management Group, LLC | 242 | 0,00 | 70 | -1,41 | ||||
| 2026-04-08 | 13F | Inspirion Wealth Advisors, Llc | 8.121 | 4,38 | 2.332 | 3,32 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 846 | 0,12 | 243 | -1,22 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 17.519 | 17,91 | 5.031 | 16,65 | ||||
| 2026-04-14 | 13F | Amicus Financial Advisors, LLC | 1.337 | -5,98 | 384 | -6,80 | ||||
| 2026-01-29 | 13F | Brindle & Bay Financial Advisors, LLC | 4.114 | 1.194 | ||||||
| 2026-02-24 | 13F | Nolet Wealth Management, LLC | 2.250 | 653 | ||||||
| 2026-02-13 | 13F | Cito Capital Group, LLC | 481 | 0,00 | 0 | |||||
| 2026-04-27 | 13F | NorthLanding Financial Partners, LLC | 1.740 | -0,68 | 500 | -1,77 | ||||
| 2026-01-30 | 13F/A | M&t Bank Corp | 29.297 | -7,14 | 8.502 | -8,26 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 10.667 | 4,17 | 3 | 50,00 | ||||
| 2026-02-12 | 13F | Scotia Capital Inc. | 21.774 | -2,26 | 6.319 | -3,42 | ||||
| 2026-02-13 | 13F | Mill Creek Capital Advisors, LLC | 5.098 | 0,39 | 1.480 | -0,80 | ||||
| 2026-04-07 | 13F | Legacy Private Trust Co. | 2.797 | 0,04 | 803 | -0,99 | ||||
| 2026-02-02 | 13F | Pillar Financial Advisors, LLC | 127 | 0,00 | 37 | -2,70 | ||||
| 2026-02-05 | 13F | SkyOak Wealth, LLC | 1.053 | 0,00 | 306 | -1,29 | ||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 8.775 | -1,65 | 2.546 | -2,86 | ||||
| 2026-04-08 | 13F | TOWER TRUST & INVESTMENT Co | 3.034 | 6,42 | 871 | 5,32 | ||||
| 2026-02-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 2.395 | 0,67 | 695 | -0,43 | ||||
| 2026-02-13 | 13F | Mosaic Financial Group, Llc | 4.674 | 0,09 | 1 | 0,00 | ||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 13.003 | 252,10 | 997 | -7,00 | ||||
| 2026-02-04 | 13F | Legacy Financial Advisors, Inc. | 1.190 | 13,88 | 345 | 12,75 | ||||
| 2026-04-20 | 13F | Fonville Wealth Management LLC | 28.371 | -0,25 | 8.148 | -1,30 | ||||
| 2026-04-16 | 13F | Rfg Holdings, Inc. | 60.987 | 87,57 | 17.514 | 85,61 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 15.056 | -3,82 | 4.546 | -2,95 | ||||
| 2026-04-22 | 13F | DORVAL Corp | 57.494 | 1,15 | 16.511 | 0,09 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 1.751 | 0,23 | 503 | -0,79 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 11.146 | -7,44 | 3 | 0,00 | ||||
| 2025-11-13 | 13F | Summit X, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Curio Wealth, Llc | 6.661 | -2,62 | 1.960 | -2,44 | ||||
| 2026-04-27 | 13F | Moneywise, Inc. | 6.933 | -8,57 | 1.991 | -9,55 | ||||
| 2026-04-17 | 13F | Brave Asset Management Inc | 780 | 224 | ||||||
| 2026-02-06 | 13F | Evoke Wealth, Llc | 11.879 | -37,43 | 3.447 | -38,40 | ||||
| 2026-04-10 | 13F | Winebrenner Capital Management Llc | 1.946 | 0,78 | 559 | -0,36 | ||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 6.693 | -0,56 | 1.922 | -1,59 | ||||
| 2025-11-12 | 13F | Edgestream Partners, L.P. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | Logan Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Chatham Capital Group, Inc. | 9.264 | 4,44 | 2.660 | 3,34 | ||||
| 2026-04-09 | 13F | Somnio Financial Group, LLC | 48.480 | 2,38 | 13.922 | 1,30 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 1.246 | -8,45 | 358 | -9,62 | ||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 594.107 | -1,35 | 172.290 | -2,61 | ||||
| 2026-01-29 | 13F | Advantage Trust Co | 103.515 | 38,99 | 30.042 | 37,33 | ||||
| 2026-04-23 | 13F | Petersen Hastings Wealth Advisors Inc. | 905 | -1,20 | 260 | -2,26 | ||||
| 2026-02-10 | 13F | One Capital Management, LLC | 20.680 | 5,42 | 6.002 | 4,15 | ||||
| 2026-02-12 | 13F | August Group Capital Ltd | 726 | 211 | ||||||
| 2026-02-06 | 13F | Covestor Ltd | 1.565 | 3,92 | 0 | |||||
| 2026-04-20 | 13F | Breakwater Capital Group | 3.234 | -0,43 | 929 | -1,49 | ||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 46.276 | 10,82 | 13.289 | 9,65 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 615.408 | 11,39 | 176.732 | 10,23 | ||||
| 2026-04-23 | 13F | Comprehensive Money Management Services LLC | 2.185 | 0,00 | 627 | -1,10 | ||||
| 2026-04-16 | 13F | Forbes J M & Co Llp | 1.263 | 363 | ||||||
| 2026-02-02 | 13F | Oak Harbor Wealth Partners, Llc | 56.424 | 1,17 | 16.375 | -0,05 | ||||
| 2026-03-20 | 13F | Consilio Wealth Advisors, Llc | 36.412 | -1,20 | 10.568 | -2,38 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 22.515 | 1,90 | 6.466 | 0,83 | ||||
| 2026-04-27 | 13F | Plimoth Trust Co Llc | 7.558 | -0,09 | 2.171 | -1,14 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 186.368 | -7,87 | 54.088 | -8,98 | ||||
| 2026-02-09 | 13F | King Wealth | 17.947 | -3,01 | 5 | 0,00 | ||||
| 2026-04-24 | 13F | Patten Group, Inc. | 8.913 | -0,44 | 2.560 | -1,46 | ||||
| 2026-03-06 | 13F | Hsbc Holdings Plc | 2.080 | 604 | ||||||
| 2026-02-04 | 13F | Sloy Dahl & Holst, LLC | 2.403 | 45,28 | 697 | 43,42 | ||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 36.069 | -16,45 | 10.468 | -17,46 | ||||
| 2026-02-10 | 13F | Clear Harbor Asset Management, LLC | 6.225 | -0,16 | 1.807 | -1,37 | ||||
| 2026-02-04 | 13F | Nwm Advisors, Llc | 9.458 | 2.745 | ||||||
| 2026-01-28 | 13F | Glassman Wealth Services | 997 | 0,30 | 289 | -0,69 | ||||
| 2026-02-12 | 13F | Carson Advisory Inc. | 765 | -3,04 | 222 | -3,90 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 820.415 | 1,05 | 238.101 | -0,16 | ||||
| 2026-02-13 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | Philadelphia Trust Co | 11.355 | -30,57 | 3 | -25,00 | ||||
| 2026-02-13 | 13F | Wilkerson Advisory Group LLC | 27 | 8 | ||||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 385 | 10,63 | 110 | 8,91 | ||||
| 2026-02-13 | 13F | Element Pointe Advisors, Llc | 1.464 | 425 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 54.510 | 0,71 | 15.654 | -0,34 | ||||
| 2026-01-22 | 13F | Premier Path Wealth Partners, LLC | 1.757 | 510 | ||||||
| 2026-02-06 | 13F | Nixon Peabody Trust Co | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Hantz Financial Services, Inc. | 849 | 37,60 | 0 | |||||
| 2026-02-11 | 13F | Tradition Wealth Management, LLC | 1.003 | 4,70 | 291 | 3,56 | ||||
| 2026-02-18 | 13F | First Citizens Bank & Trust Co | 5.263 | 49,39 | 1.527 | 47,68 | ||||
| 2026-02-06 | 13F | Fortis Group Advisors, LLC | 8.278 | -2,28 | 2.451 | -0,57 | ||||
| 2026-02-10 | 13F | Parr Mcknight Wealth Management Group, Llc | 37.320 | -1,40 | 10.831 | -2,57 | ||||
| 2026-04-09 | 13F | Praetorian Wealth Management, Inc. | 58.438 | 0,99 | 17.441 | 3,85 | ||||
| 2026-03-24 | 13F | Old North State Trust, LLC | 2.787 | 0,98 | 1 | |||||
| 2026-01-30 | 13F | Pekin Hardy Strauss, Inc. | 909 | 1,68 | 264 | 0,38 | ||||
| 2026-02-06 | 13F | AAFCPAs Wealth Management, LLC | 8.963 | -3,04 | 2.601 | -4,20 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 352 | 0,00 | 101 | -0,98 | ||||
| 2026-02-11 | 13F | Cornerstone Advisors Asset Management, Inc | 1.129 | -1,48 | 328 | -2,68 | ||||
| 2026-04-10 | 13F | McCollum Christoferson Group LLC | 1.407 | -7,62 | 404 | -8,60 | ||||
| 2026-02-13 | 13F | Maia Wealth LLC | 16.003 | 17,02 | 4.775 | 19,86 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 6 | 0,00 | 2 | 0,00 | ||||
| 2026-04-16 | 13F | First Merchants Corp | 18.965 | -0,81 | 5.446 | -1,84 | ||||
| 2026-02-13 | 13F | Shepherd Kaplan Krochuk, Llc | 9.401 | 3,62 | 2.728 | 2,36 | ||||
| 2026-04-29 | 13F | American Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Catalyst Financial Partners Llc | 1.671 | -0,59 | 485 | -1,83 | ||||
| 2026-02-05 | 13F | Gamco Investors, Inc. Et Al | 6.424 | 209,59 | 1.864 | 206,08 | ||||
| 2026-04-21 | 13F | Fingerlakes Wealth Management, Inc. | 8.348 | -0,48 | 2.397 | -1,52 | ||||
| 2026-01-30 | 13F | Canandaigua National Bank & Trust Co | 34.772 | -4,24 | 10.092 | -5,38 | ||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 15.388 | 2,35 | 4.466 | 1,11 | ||||
| 2026-04-23 | 13F | Capital Investment Counsel, LLC | 1.721 | 0,00 | 494 | -1,00 | ||||
| 2026-02-11 | 13F | Paragon Private Wealth Management, LLC | 3.703 | 1,29 | 1.075 | 0,09 | ||||
| 2026-02-17 | 13F | Meridian Wealth Advisors, LLC | 61.593 | 38,01 | 17.876 | 36,36 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Call | 52.100 | 18,14 | 15.120 | 16,73 | |||
| 2026-02-05 | 13F | HFM Investment Advisors, LLC | 4 | 33,33 | 1 | |||||
| 2026-01-20 | 13F | Ascent Group, LLC | 15.660 | 6,90 | 4.545 | 5,63 | ||||
| 2026-04-02 | 13F | Aspect Partners, LLC | 217 | 0,00 | 62 | 0,00 | ||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 1.354 | 39,01 | 393 | 37,06 | ||||
| 2026-01-30 | 13F | Camden Capital, LLC | 3.982 | 0,05 | 1.156 | -1,11 | ||||
| 2026-02-04 | 13F | BCJ Capital Management, LLC | 841 | -8,88 | 244 | -9,96 | ||||
| 2026-02-13 | 13F | Trustco Bank Corp N Y | 1.233 | 0,00 | 358 | -1,38 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 3.282 | 4,79 | 943 | 3,74 | ||||
| 2026-02-09 | 13F | MTM Investment Management, LLC | 1.302 | 5,08 | 378 | 3,86 | ||||
| 2026-04-07 | 13F | Myecfo, Llc | 1.610 | 5,23 | 462 | 4,05 | ||||
| 2026-04-29 | 13F | Horst & Graben Wealth Management LLC | 10.720 | 313,26 | 821 | 9,04 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 808 | 234 | ||||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 18.590 | 64,67 | 5.395 | 62,70 | ||||
| 2026-04-21 | 13F | Cypress Capital Advisors, LLC | 811 | 0,00 | 233 | -1,28 | ||||
| 2026-04-22 | 13F | Fort Washington Investment Advisors Inc /oh/ | 13.675 | -5,83 | 3.927 | -6,81 | ||||
| 2026-04-23 | 13F | Traub Capital Management LLC | 973 | 0,52 | 279 | -0,36 | ||||
| 2026-04-16 | 13F | Swisher Financial Concepts, Inc. | 2.176 | -1,27 | 625 | -2,35 | ||||
| 2026-02-13 | 13F | Williams Jones Wealth Management, LLC. | 6.148 | 0,00 | 1.784 | -1,16 | ||||
| 2026-02-17 | 13F | Roehl & Yi Investment Advisors, LLC | 975 | 283 | ||||||
| 2026-02-04 | 13F | Money Concepts Capital Corp | 1.108 | -7,74 | 322 | -8,81 | ||||
| 2026-04-24 | 13F | Randolph Co Inc | 3.444 | -0,69 | 989 | -1,69 | ||||
| 2026-04-08 | 13F | Gladwyn Financial Advisors, Inc. | 309 | 1,64 | 89 | 0,00 | ||||
| 2026-04-14 | 13F | Howland Capital Management Llc | 7.657 | 0,00 | 2.199 | -1,08 | ||||
| 2026-02-13 | 13F | Pitcairn Wealth Advisors LLC | 15.959 | 4.632 | ||||||
| 2026-04-24 | 13F | Pursuit Wealth Strategies, Llc | 5.195 | 1.508 | ||||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 33.217 | 1,85 | 9.640 | 0,64 | ||||
| 2025-11-14 | 13F | Tower Research Capital LLC (TRC) | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Forefront Wealth Partners, LLC | 5.455 | 17,01 | 1.567 | 15,83 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 4.360 | -80,16 | 1.265 | -80,40 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Put | 19.800 | -1,49 | 5.746 | -2,68 | |||
| 2026-02-09 | 13F | Goepper Burkhardt LLC | 1.883 | -6,18 | 547 | -7,30 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1.043.549 | -9,52 | 302.859 | 89.502,96 | ||||
| 2026-04-20 | 13F | Obermeyer Wood Investment Counsel, Lllp | 828 | 0,00 | 238 | -1,25 | ||||
| 2026-02-12 | 13F | Benson Wealth Management INC | 763 | 221 | ||||||
| 2026-04-09 | 13F | PFS Partners, LLC | 122 | -35,11 | 35 | -35,19 | ||||
| 2026-04-17 | 13F | Old North State Wealth Management, LLC | 771 | 0,26 | 222 | -0,45 | ||||
| 2026-04-16 | 13F | jvl associates llc | 52.965 | -0,94 | 15.211 | -1,97 | ||||
| 2026-02-10 | 13F | WealthTrak Capital Management LLC | 2.546 | -8,78 | 739 | -9,89 | ||||
| 2026-02-10 | 13F | Beckerman Institutional, LLC | 11.912 | 2,87 | 3.457 | 1,62 | ||||
| 2026-01-07 | 13F | Aventura Private Wealth, LLC | 79 | 0,00 | 23 | -4,35 | ||||
| 2026-02-12 | 13F | Connecticut Wealth Management, LLC | 212.194 | -2,77 | 61.583 | -3,94 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 333.134 | 5,03 | 96.682 | 3,77 | ||||
| 2026-01-27 | 13F | Summit Financial Wealth Advisors, LLC | 25.090 | 91,47 | 7.282 | 89,36 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 69.879 | -0,27 | 20.068 | -1,32 | ||||
| 2026-02-17 | 13F | London Co Of Virginia | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Prudent Investors Network | 69.837 | -12,04 | 20.268 | -13,09 | ||||
| 2026-02-11 | 13F | First Command Advisory Services, Inc. | 567.215 | 1,36 | 164.616 | 0,14 | ||||
| 2026-04-07 | 13F | Howard Financial Services, Ltd. | 2.861 | 822 | ||||||
| 2026-04-27 | 13F | Consolidated Portfolio Review Corp | 112.404 | 0,00 | 32.280 | -1,05 | ||||
| 2026-04-28 | 13F | CAP Partners, LLC | 16.021 | 5,26 | 4.601 | 4,14 | ||||
| 2026-01-06 | 13F | Canal Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Shayne & Co., Llc | 884 | 254 | ||||||
| 2026-04-28 | 13F | Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 3.257 | 0,15 | 935 | -0,85 | ||||
| 2026-02-09 | 13F | Putnam Fl Investment Management Co | 13.607 | 45,23 | 3.949 | 43,50 | ||||
| 2026-04-23 | 13F | Daviman Financial, LLC | 2.795 | -16,79 | 803 | -17,66 | ||||
| 2026-03-26 | 13F | Alexander Labrunerie & Co., Inc. | 2.983 | 0,03 | 866 | -1,14 | ||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 41.878 | 0,09 | 12.154 | -1,11 | ||||
| 2026-02-12 | 13F | Tripletail Wealth Management, LLC | 120 | 0,00 | 35 | -2,86 | ||||
| 2026-02-11 | 13F | Brand Asset Management Group, Inc. | 53.937 | 0,93 | 15.654 | -0,27 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 384.043 | 7,85 | 111.457 | 6,56 | ||||
| 2026-04-13 | 13F | Accelerate Investment Advisors LLC | 20.433 | -0,69 | 5.868 | -1,74 | ||||
| 2026-04-15 | 13F | 21 West Wealth Management LLC | 9.202 | 0,07 | 2.643 | -0,97 | ||||
| 2026-01-27 | 13F | Grunden Financial Advisory, Inc. | 1.200 | 0,00 | 348 | -1,14 | ||||
| 2026-02-12 | 13F | GreatBanc Trust CO | 33.084 | -0,13 | 9.602 | -1,33 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Pathway Financial Advisors LLC | 147.086 | 3,00 | 42.649 | -0,25 | ||||
| 2026-04-27 | 13F | Thrive Capital Management, LLC | 5.107 | 91,85 | 1.467 | 89,90 | ||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 12.868 | 1,55 | 3.735 | 0,35 | ||||
| 2026-04-22 | 13F | Red Door Wealth Management, LLC | 2.898 | 5,54 | 832 | 4,52 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 3.195 | 3,63 | 918 | 2,46 | ||||
| 2026-04-15 | 13F | Hutchens & Kramer Investment Management Group, LLC | 1.783 | 3,18 | 512 | 2,00 | ||||
| 2026-02-13 | 13F | Focused Alpha, Llc | 2.313 | 671 | ||||||
| 2026-02-10 | 13F | Baker Avenue Asset Management, LP | 720 | 209 | ||||||
| 2026-04-27 | 13F | BCK Partners, Inc. | 96.187 | 1,19 | 27.623 | 0,13 | ||||
| 2026-02-12 | 13F | Mission Creek Capital Partners, Inc. | 11.327 | 52,68 | 3.287 | 50,85 | ||||
| 2026-04-29 | 13F | Saxon Interests, Inc. | 851 | -0,12 | 244 | -1,21 | ||||
| 2026-04-08 | 13F | Wealth Science Advisors LLC | 31.925 | 0,00 | 9.265 | 0,00 | ||||
| 2026-04-22 | 13F | Motco | 240 | -10,78 | 69 | -12,82 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 18.395 | 104,12 | 5.339 | 101,66 | ||||
| 2026-04-20 | 13F | Peoples Financial Services Corp. | 8.571 | -0,15 | 2.461 | -1,20 | ||||
| 2026-04-22 | 13F | Detalus Advisors, LLC | 3.035 | 0,13 | 872 | -0,91 | ||||
| 2026-01-28 | 13F | WP Advisors, LLC | 16.936 | -4,67 | 4.915 | -5,81 | ||||
| 2026-03-31 | 13F | Hamrick Investment Counsel, llc | 20 | 6 | ||||||
| 2026-01-15 | 13F | Warwick Investment Management, Inc. | 3.039 | 0,00 | 882 | -1,23 | ||||
| 2026-02-06 | 13F | FourThought Financial Partners, LLC | 1.495 | 48,46 | 434 | 46,78 | ||||
| 2026-04-16 | 13F | Asset Advisory Group, Inc. | 2.848 | 0,99 | 818 | 0,12 | ||||
| 2026-02-04 | 13F | Family Legacy, Inc. | 17.262 | 0,94 | 5.010 | -0,28 | ||||
| 2026-04-17 | 13F | Blankinship & Foster, LLC | 112.124 | 1,55 | 32.200 | 0,49 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 4.485 | 1.302 | ||||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 70.554 | -0,64 | 20.262 | -1,68 | ||||
| 2026-04-17 | 13F | Nautilus Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 358.773 | 14,54 | 103.032 | 13,34 | ||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 1.083 | 311 | ||||||
| 2026-03-02 | 13F | Reflection Asset Management | 63 | 18 | ||||||
| 2026-04-21 | 13F | Foster & Motley Inc | 1.030 | 34,64 | 0 | |||||
| 2026-01-20 | 13F | Westwood Wealth Management | 696 | 202 | ||||||
| 2026-02-18 | 13F | Vident Advisory, LLC | 5.941 | 0,39 | 1.724 | -0,81 | ||||
| 2026-02-10 | 13F | Weaver Consulting Group | 907 | 0,11 | 263 | -1,13 | ||||
| 2026-02-12 | 13F | Graetz Wealth LLC | 4.664 | 1.354 | ||||||
| 2026-02-11 | 13F | Invst, LLC | 1.212 | 58,85 | 352 | 56,70 | ||||
| 2026-02-17 | 13F | Summit Trail Advisors, Llc | 1.800 | 7,27 | 523 | 5,67 | ||||
| 2026-04-15 | 13F | Diligent Investors, LLC | 2.457 | 0,00 | 706 | -1,12 | ||||
| 2026-02-13 | 13F | Laraway Financial Inc | 6.723 | 4,22 | 1.951 | 2,96 | ||||
| 2026-02-17 | 13F | RMB Capital Management, LLC | 33.222 | 0,36 | 9.642 | -1,20 | ||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 26.293 | 16,07 | 7.631 | 14,69 | ||||
| 2026-04-21 | 13F | Gutierrez Wealth Advisory, LLC | 767 | 0,39 | 220 | -0,45 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 3.802 | -3,99 | 1.092 | -5,05 | ||||
| 2026-04-21 | 13F | Christine Messmer Pc | 711 | 2,75 | 204 | 2,00 | ||||
| 2026-02-10 | 13F | Adapt Wealth Advisors, Llc | 11.977 | -8,64 | 3.476 | -9,74 | ||||
| 2026-03-05 | 13F | Mengis Capital Management, Inc. | 2.065 | 10,72 | 599 | 9,51 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 1.398 | 24,05 | 401 | 22,63 | ||||
| 2026-02-09 | 13F | Kestra Investment Management, LLC | 328.543 | -39,43 | 95.350 | -40,37 | ||||
| 2026-01-22 | 13F | Evermay Wealth Management Llc | 31.597 | -1,55 | 9.170 | -3,01 | ||||
| 2026-01-30 | 13F | Richardson Capital Management LLC | 695 | -17,16 | 202 | -18,29 | ||||
| 2025-10-30 | 13F | Oak Hill Wealth Advisors, Llc | 82.551 | -0,06 | 24.249 | 4,08 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 1.415 | 0,50 | 406 | -0,49 | ||||
| 2026-04-23 | 13F | Signature Securities Group Corporation | 5.492 | -7,15 | 1.577 | -8,10 | ||||
| 2026-02-13 | 13F | Commerce Bank | 49.315 | -1,84 | 14.312 | -3,01 | ||||
| 2026-01-23 | 13F | Guidance Capital, Inc | 0 | -100,00 | 0 | |||||
| 2025-11-07 | 13F | Atticus Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Nottingham Advisors, Inc. | 2.049 | 0,00 | 588 | -1,01 | ||||
| 2026-02-12 | 13F | Prudent Man Investment Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Capital Developers, LLC | 1.897 | 551 | ||||||
| 2026-01-28 | 13F | M&t Bank Corp | Call | 1 | 0 | |||||
| 2026-04-10 | 13F | Marshall Financial Group LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Athena Investment Management | 3.088 | 5,18 | 896 | 3,94 | ||||
| 2026-04-21 | 13F | Grey Fox Wealth Advisors, LLC | 82.268 | 9,83 | 23.626 | 8,68 | ||||
| 2026-02-10 | 13F | Novak & Powell Financial Services, Inc. | 2.078 | -0,43 | 603 | -1,63 | ||||
| 2026-04-15 | 13F | Birch Capital Management, LLC | 333 | -14,83 | 96 | -15,93 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 14.433 | 2,16 | 4.145 | 1,07 | ||||
| 2026-02-13 | 13F | Pacific Center for Financial Services | 92.087 | 0,00 | 27.050 | 0,00 | ||||
| 2026-04-22 | 13F | BKM Wealth Management, LLC | 19.371 | 1,45 | 5.563 | 0,40 | ||||
| 2026-04-23 | 13F | Granite Harbor Advisors, Inc. | 1.538 | 0,00 | 442 | -1,12 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 2.030 | 0,59 | 583 | -0,34 | ||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 66.826 | 1,99 | 19.414 | 0,78 | ||||
| 2026-04-27 | 13F | Trademark Financial Management, LLC | 710 | 204 | ||||||
| 2026-02-05 | 13F | Sherry Group, Inc. | 7.912 | 2.318 | ||||||
| 2025-11-12 | 13F | Creekmur Asset Management LLC | 717 | -31,32 | 211 | -28,08 | ||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 19 | 0,00 | 5 | 0,00 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 14.417 | 28,72 | 4.140 | 27,38 | ||||
| 2026-02-03 | 13F | Allegiance Financial Group Advisory Services LLC | 4.854 | -15,39 | 1.409 | -16,74 | ||||
| 2026-02-03 | 13F | MA Private Wealth | 1.094 | -14,60 | 318 | -15,69 | ||||
| 2026-04-20 | 13F | Schwab Charitable Fund | 3.987 | 0,00 | 1.145 | -1,12 | ||||
| 2026-02-05 | 13F | Blue Water Asset Management | 1.274 | 370 | ||||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 2.705 | 1,77 | 777 | 0,65 | ||||
| 2026-04-29 | 13F | Opulen Financial Group LLC | 6.377 | 0,38 | 1.831 | -0,65 | ||||
| 2026-01-22 | 13F | Triad Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Evergreen Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | F/M Investments LLC | 42.974 | 0,41 | 12.472 | -0,80 | ||||
| 2026-02-11 | 13F | Cedar Mountain Advisors, LLC | 6 | 0,00 | 2 | 0,00 | ||||
| 2026-02-12 | 13F | Daybright Advisory Services, Inc. | 963 | 279 | ||||||
| 2026-04-27 | 13F | Serenus Wealth Advisors, LLC | 1.495 | 0,00 | 429 | -0,92 | ||||
| 2026-02-17 | 13F | First Commonwealth Financial Corp /pa/ | 14.144 | 7,90 | 4.105 | 6,60 | ||||
| 2026-02-17 | 13F | Arthur M. Cohen & Associates, Llc | 1.452 | 0,00 | 421 | -1,17 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 1.329 | 4,56 | 382 | 3,53 | ||||
| 2026-02-03 | 13F | Emerald Investment Partners, Llc | 1.372 | 19,51 | 398 | 18,10 | ||||
| 2025-11-05 | 13F | Wells Trecaso Financial Group, LLC | 1.326 | -34,16 | 389 | -30,91 | ||||
| 2026-02-10 | 13F | New Republic Capital, LLC | 89 | 0,00 | 26 | -3,85 | ||||
| 2026-02-17 | 13F | Cambridge Associates Llc /ma/ /adv | 4.992 | 0,00 | 1.449 | -1,23 | ||||
| 2026-04-09 | 13F | IFG Advisors, LLC | 7.102 | 1,49 | 2.040 | 0,39 | ||||
| 2026-01-23 | 13F | Freestone Capital Holdings, LLC | 2.453 | -18,48 | 712 | -19,48 | ||||
| 2026-04-16 | 13F | Stephen J. Garry & Associates, Llc | 3.964 | -0,28 | 1.138 | -1,30 | ||||
| 2026-02-13 | 13F | Van Eck Associates Corp | 58 | 0,00 | 0 | |||||
| 2026-04-09 | 13F | Dorato Capital Management | 196 | 0,00 | 58 | 0,00 | ||||
| 2026-04-23 | 13F | Summit Investment Advisory Services, LLC | 4.309 | 2,79 | 1.237 | 1,73 | ||||
| 2026-04-08 | 13F | Sfm, Llc | 35.573 | 5,47 | 10.216 | 4,36 | ||||
| 2026-02-13 | 13F | Alerus Financial Na | 2.502 | -7,33 | 726 | -8,45 | ||||
| 2026-02-06 | 13F | Advisory Alpha, LLC | 2.705 | -2,91 | 785 | -4,27 | ||||
| 2026-04-13 | 13F | Farrell Financial LLC | 22.314 | -3,81 | 6.408 | -4,81 | ||||
| 2026-04-15 | 13F | DecisionMap Wealth Management, LLC | 2.167 | -6,39 | 622 | -7,30 | ||||
| 2026-04-29 | 13F | FIDELIS iM, LLC | 75.561 | 3,49 | 21.700 | 2,41 | ||||
| 2026-04-22 | 13F | Accretive Wealth Partners, LLC | 1.712 | 0,00 | 492 | -1,01 | ||||
| 2026-01-28 | 13F | Lebenthal Global Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Bleakley Financial Group, LLC | 432.631 | 8,34 | 125.558 | 7,04 | ||||
| 2026-04-14 | 13F | Cathy Pareto & Associates, Inc | 1.010 | 6,65 | 290 | 5,84 | ||||
| 2026-04-16 | 13F | Lexington Hill Partners, LLC | 3.478 | -8,55 | 999 | -9,52 | ||||
| 2026-04-20 | 13F | Bennett Associates Wealth Management | 27.604 | 7,47 | 7.927 | 6,35 | ||||
| 2026-01-29 | 13F | UBS Group AG | 5.568.409 | 0,58 | 1.616.064 | -0,62 | ||||
| 2026-04-08 | 13F | Sapient Capital Llc | 30.516 | 21,29 | 8.763 | 18,92 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 2.754 | 2,61 | 791 | 1,54 | ||||
| 2026-04-24 | 13F | Midwest Capital Advisors, LLC | 803 | -8,23 | 231 | -9,09 | ||||
| 2026-02-17 | 13F | Wealthedge Investment Advisors, Llc | 23.081 | 2,92 | 6.699 | 1,69 | ||||
| 2026-02-09 | 13F | First National Trust Co | 5.587 | -0,62 | 1.621 | -1,82 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 5.216 | -2,67 | 1.498 | -3,73 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | Put | 258 | -2,27 | |||||
| 2026-04-29 | 13F | Fishman Jay A Ltd/mi | 1.927 | -1,28 | 553 | -2,30 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 1.047 | 9,63 | 301 | 8,30 | ||||
| 2026-04-01 | 13F | Financial Insights, Inc. | 9.077 | -15,03 | 2.634 | -11,88 | ||||
| 2026-01-16 | 13F | Red Lighthouse Investment Management, Llc | 613 | 0,00 | 178 | -1,67 | ||||
| 2026-04-02 | 13F | Horizons Wealth Management | 38.722 | 0,71 | 11.120 | -0,34 | ||||
| 2026-04-21 | 13F | Hidden Cove Wealth Management, LLC | 22.397 | 106,40 | 6.432 | 104,22 | ||||
| 2026-02-12 | 13F | Davis R M Inc | 1.739 | 0,00 | 505 | -1,18 | ||||
| 2026-02-09 | 13F | Collaborative Wealth Managment Inc. | 1.359 | 394 | ||||||
| 2026-02-17 | 13F | Northern Trust Corp | 134.360 | 1,33 | 38.994 | 0,11 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 54.216 | 1,02 | 15.734 | -0,19 | ||||
| 2026-02-13 | 13F | Manufacturers Life Insurance Company, The | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Zuckerman Investment Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | German American Bancorp, Inc. | 3.633 | -6,63 | 1.054 | -7,71 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 5.044.044 | 9,40 | 1.463.917 | 8,09 | ||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 1.401 | -33,32 | 402 | -33,99 | ||||
| 2026-04-23 | 13F | Marquette Asset Management, LLC | 129.447 | 0,78 | 37.174 | -0,27 | ||||
| 2026-04-28 | 13F | Sage Rhino Capital Llc | 69.315 | -0,90 | 19.906 | -1,94 | ||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 2.017 | 8,21 | 579 | 7,02 | ||||
| 2026-02-13 | 13F/A | New England Private Wealth Advisors LLC | 4.502 | 2,69 | 1.306 | 1,48 | ||||
| 2026-02-11 | 13F | Strategic Wealth Designers | 827 | -52,74 | 240 | -53,31 | ||||
| 2026-04-27 | 13F | Ulland Investment Advisors, LLC | 124 | 0,00 | 0 | |||||
| 2026-04-20 | 13F | Investment Research & Advisory Group, Inc. | 17 | 0,00 | 5 | 0,00 | ||||
| 2026-01-28 | 13F | Alesco Advisors Llc | 14.739 | 0,55 | 4.278 | -0,67 | ||||
| 2026-02-18 | 13F | Sierra Capital LLC | 57.658 | 0,04 | 17 | 0,00 | ||||
| 2026-04-21 | 13F | Axiom Financial Strategies, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 838 | -61,10 | 241 | -46,43 | ||||
| 2026-01-30 | 13F | AMG National Trust Bank | 171.973 | 14,26 | 49.910 | 12,89 | ||||
| 2026-04-08 | 13F | McNaughton Wealth Management, LLC | 30.205 | -2,06 | 8.674 | -3,08 | ||||
| 2026-02-09 | 13F | Rhl Group, Llc | 1 | 0 | ||||||
| 2026-04-10 | 13F | Perfromance Wealth Partners, LLC | 1.022 | -2,76 | 294 | -3,93 | ||||
| 2026-04-21 | 13F | Echo Wealth Management, LLC | 924 | -9,06 | 265 | -9,86 | ||||
| 2026-02-13 | 13F | Cornerstone Financial Management LLC | 6.404 | 1.859 | ||||||
| 2026-04-13 | 13F | Waycross Investment Management Co | 771 | 0,00 | 221 | -0,90 | ||||
| 2026-04-29 | 13F | Greenwood Capital Associates Llc | 1.092 | -8,39 | 314 | -9,28 | ||||
| 2026-02-13 | 13F | Fortis Capital Management LLC | 6.497 | 3,92 | 1.886 | 2,67 | ||||
| 2026-04-16 | 13F | First Community Trust Na | 3.096 | -13,95 | 889 | -14,85 | ||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 20.883 | 31,50 | 6.061 | 29,93 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 1.446 | 0,91 | 415 | -0,24 | ||||
| 2026-02-06 | 13F | TPG Financial Advisors, LLC | 16.021 | 0,01 | 4.650 | -1,19 | ||||
| 2026-04-22 | 13F | Norris Perne & French Llp/mi | 768 | -52,88 | 221 | -53,49 | ||||
| 2026-04-09 | 13F | OFS Enterprise LLC | 4.300 | 1.235 | ||||||
| 2026-04-20 | 13F | ABLE Financial Group, LLC | 831 | -16,15 | 239 | -17,07 | ||||
| 2026-02-17 | 13F | Cambria Investment Management, L.P. | 1.117 | -3,37 | 324 | -4,42 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 39.427 | 6,77 | 11.442 | 5,49 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 5.596 | -13,39 | 1.624 | -14,39 | ||||
| 2026-02-06 | 13F | Orcam Financial Group | 1.893 | -4,73 | 549 | -5,83 | ||||
| 2026-04-03 | 13F | Adirondack Trust Co | 6.038 | 0,00 | 1.734 | -1,08 | ||||
| 2026-04-28 | 13F | Fee-Only Financial Planning, L.C. | 50.451 | -0,42 | 14.489 | -1,46 | ||||
| 2026-02-03 | 13F | Strategic Wealth Advisors LLC | 2.280 | 1 | ||||||
| 2026-02-10 | 13F | DiMeo Schneider & Associates, L.L.C. | 53.585 | 0,83 | 15.551 | -0,73 | ||||
| 2026-04-14 | 13F | Kozak & Associates, Inc. | 272 | 1,12 | 82 | 1,25 | ||||
| 2026-04-20 | 13F | Boyd Wealth Management, LLC | 12.065 | -0,84 | 3.465 | -1,90 | ||||
| 2026-04-13 | 13F | Clayton Financial Group LLC | 3.963 | -16,52 | 1.138 | -17,36 | ||||
| 2026-04-14 | 13F | Granite Group Advisors, LLC | 1.066 | -0,93 | 310 | -0,64 | ||||
| 2026-02-09 | 13F | Nicolet Bankshares Inc | 11.692 | 83,23 | 3.393 | 81,06 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 476 | 0,21 | 137 | -0,73 | ||||
| 2026-01-28 | 13F | WPG Advisers, LLC | 25 | 38,89 | 7 | 40,00 | ||||
| 2026-01-29 | 13F | Simon Quick Advisors, Llc | 3.959 | -5,83 | 1.149 | -6,89 | ||||
| 2026-02-17 | 13F | TCG Advisory Services, LLC | 48.595 | 1,91 | 14.103 | 0,69 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 6.575 | 1,06 | 1.888 | 0,00 | ||||
| 2026-02-10 | 13F | Elgethun Capital Management | 1.281 | 372 | ||||||
| 2026-02-04 | 13F | Rinkey Investments | 2.307 | 0,00 | 670 | -1,18 | ||||
| 2026-02-17 | 13F | Opus Financial Solutions LLC | 1.769 | 513 | ||||||
| 2026-01-28 | 13F | Nadler Financial Group, Inc. | 287.558 | 2,05 | 83.455 | 0,83 | ||||
| 2026-01-29 | 13F | Hegarty Advisors, LLC | 2.737 | 795 | ||||||
| 2026-02-17 | 13F | Private Capital Management, LLC | 979 | 0,72 | 284 | -0,35 | ||||
| 2026-02-17 | 13F | Alliancebernstein L.p. | 61.418 | 40,86 | 17.825 | 39,17 | ||||
| 2026-04-17 | 13F | Aspire Growth Partners LLC | 1.935 | 2,49 | 556 | 1,46 | ||||
| 2026-04-13 | 13F | Mitchell Sinkler & Starr/pa | 5.867 | 2,62 | 1.685 | 1,51 | ||||
| 2026-04-23 | 13F | O'Connor Financial Group LLC | 34.861 | 0,14 | 10.011 | -3,70 | ||||
| 2026-02-10 | 13F | FDx Advisors, Inc. | 3.961 | -1,71 | 1 | 0,00 | ||||
| 2026-02-17 | 13F | Summit Global Investments | 814 | 0,37 | 0 | |||||
| 2026-01-13 | 13F | CPA Asset Management LLC | 37.073 | 9,15 | 10.759 | 7,85 | ||||
| 2026-01-28 | 13F | Hobbs Group Advisors, LLC | 3.766 | 3,29 | 1.093 | 2,05 | ||||
| 2026-04-28 | 13F | Quent Capital, LLC | 225 | 0,00 | 65 | -1,54 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 5.463 | -8,29 | 1.569 | -9,26 | ||||
| 2026-02-10 | 13F | Bearing Point Capital, Llc | 20.412 | 9,47 | 5.924 | 8,14 | ||||
| 2026-04-08 | 13F | BOS Asset Management, LLC | 6.149 | 2,11 | 1.766 | 1,03 | ||||
| 2026-04-22 | 13F | Braun Stacey Associates Inc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Tolleson Wealth Management, Inc. | 719 | 209 | ||||||
| 2026-04-24 | 13F | Balentine LLC | 10.225 | -0,81 | 2.936 | -1,84 | ||||
| 2026-02-13 | 13F | Barclays Plc | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Sentry LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 64.518 | 25,91 | 18.724 | 24,40 | ||||
| 2026-04-16 | 13F | Scott & Selber, Inc. | 10.662 | 3,26 | 3.062 | 2,17 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 940 | -14,16 | 270 | -14,83 | ||||
| 2026-02-13 | 13F | Garrison Point Advisors, Llc | 6.503 | 3,19 | 1.887 | 1,94 | ||||
| 2026-04-24 | 13F | Enzi Wealth | 888 | 0,11 | 255 | -4,14 | ||||
| 2026-02-10 | 13F | Ted Buchan & Co | 906 | -4,93 | 263 | -6,07 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 818 | -14,79 | 235 | -15,47 | ||||
| 2026-04-28 | 13F | Busey Wealth Management | 2.211 | -5,35 | 635 | -6,35 | ||||
| 2026-02-10 | 13F | Edgemoor Investment Advisors, Inc. | 1.090 | 0,00 | 316 | -1,25 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 9.007 | 3,87 | 2.587 | 2,78 | ||||
| 2026-04-15 | 13F | Fjell Capital, LLC | 14.850 | 1,78 | 4.265 | 0,71 | ||||
| 2026-01-26 | 13F | Marion Wealth Management | 1.837 | 0,00 | 549 | 1,67 | ||||
| 2026-02-03 | 13F | Luken Investment Analytics, LLC | 106 | 31 | ||||||
| 2026-04-08 | 13F | West Financial Advisors, LLC | 9.466 | 2,68 | 2.718 | 1,61 | ||||
| 2026-01-26 | 13F | Private Trust Co Na | 8.940 | 12,03 | 2.595 | 10,67 | ||||
| 2026-02-03 | 13F | Amara Financial, Llc. | 20.944 | -22,56 | 6.078 | -23,49 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 724 | 0,00 | 208 | -1,43 | ||||
| 2026-04-22 | 13F | Border to Coast Pensions Partnership Ltd | 1.018.187 | -10,93 | 293 | -11,75 | ||||
| 2026-02-17 | 13F | Garden State Investment Advisory Services LLC | 9.790 | -0,23 | 2.841 | -1,42 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 23.165 | 7,14 | 6.653 | 6,01 | ||||
| 2026-02-10 | 13F | Shepherd Financial Partners LLC | 1.203 | -22,44 | 349 | -23,30 | ||||
| 2025-11-04 | 13F | Marshall Financial Group Inc /adv | 60.898 | 1,70 | 17.888 | 6,76 | ||||
| 2026-01-12 | 13F | Daymark Wealth Partners, Llc | 33.944 | -3,16 | 9.851 | -4,32 | ||||
| 2026-02-17 | 13F | Marquette Associates, Inc. | 18.479 | -6,15 | 5.363 | -7,28 | ||||
| 2026-04-13 | 13F | Trust Co | 417 | -64,18 | 120 | -64,69 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 5.421 | -0,42 | 1.567 | -4,22 | ||||
| 2026-02-10 | 13F | JMG Financial Group, Ltd. | 1.350.785 | 1,64 | 392.025 | 0,42 | ||||
| 2026-01-29 | 13F | Facet Wealth, Inc. | 81.624 | -6,26 | 24.443 | -4,44 | ||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 1.335 | -1,48 | 383 | -2,54 | ||||
| 2026-04-29 | 13F | Downshift Financial, LLC | 43.819 | 389,22 | 3.328 | 26,60 | ||||
| 2026-02-12 | 13F | Compass Capital Corp /ma/ /adv | 2.808 | -0,25 | 850 | 3,54 | ||||
| 2026-02-09 | 13F | Blue Bell Private Wealth Management, Llc | 3.954 | 0,03 | 1.148 | -1,21 | ||||
| 2026-01-26 | 13F | Mountain Hill Investment Partners Corp. | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 701.621 | 0,65 | 203.624 | -0,56 | ||||
| 2026-04-28 | 13F | Woodard & Co Asset Management Group Inc /adv | 195 | 0,00 | 56 | 0,00 | ||||
| 2026-01-14 | 13F | One Wealth Management Investment & Advisory Services, LLC | 1.201 | 0,00 | 349 | -1,14 | ||||
| 2026-02-05 | 13F | Financial Security Advisor, Inc. | 2.436 | 707 | ||||||
| 2026-02-12 | 13F | Quadrant Capital Group Llc | 11.681 | 7,01 | 3.390 | 5,74 | ||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 1.021.155 | 296,25 | 78.680 | 1,98 | ||||
| 2026-04-21 | 13F | Powers Advisory Group, LLC | 4.874 | 22,93 | 1.400 | 21,65 | ||||
| 2026-04-28 | 13F | Kiley Juergens Wealth Management, Llc | 6.387 | 1.834 | ||||||
| 2026-02-02 | 13F | Equitable Trust Co | 1.567 | -4,74 | 455 | -6,00 | ||||
| 2026-04-27 | 13F | Proathlete Wealth Management Llc | 345 | 0,00 | 99 | -1,00 | ||||
| 2026-02-13 | 13F | Entrewealth, Llc | 1.099 | -31,57 | 331 | -29,94 | ||||
| 2026-01-26 | 13F | Grandview Asset Management LLC | 13.913 | -7,12 | 4.038 | -8,25 | ||||
| 2026-01-08 | 13F | GSG Advisors LLC | 956 | 0,31 | 278 | -0,72 | ||||
| 2026-01-23 | 13F | Legacy Bridge, LLC | 972 | 0,00 | 282 | -1,05 | ||||
| 2026-02-04 | 13F | UNIVEST FINANCIAL Corp | 1.173 | -12,13 | 340 | -13,27 | ||||
| 2026-01-28 | 13F | EPG Wealth Management LLC | 1.473 | -0,20 | 427 | -1,39 | ||||
| 2026-04-22 | 13F | Millburn Ridgefield Corp | 421.239 | 10,96 | 120.971 | 9,80 | ||||
| 2026-02-09 | 13F | CBIZ Investment Advisory Services, LLC | 630.013 | 1,40 | 181.369 | -0,63 | ||||
| 2026-02-13 | 13F | Granville Capital, Inc. | 4.682 | 1.359 | ||||||
| 2026-04-27 | 13F | Denver Wealth Management, Inc. | 890 | 0,00 | 255 | -1,16 | ||||
| 2026-02-17 | 13F | Fmr Llc | 523.424 | 5,12 | 151.908 | 3,86 | ||||
| 2026-01-27 | 13F | Security Financial Services, INC. | 6.095 | -6,73 | 1.769 | -7,87 | ||||
| 2026-02-17 | 13F | Vertex Planning Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Allegheny Financial Group LTD | 10.861 | 17,67 | 3.119 | 16,47 | ||||
| 2026-01-27 | 13F | Magnolia Capital Management Ltd | 1.950 | 0,00 | 1 | |||||
| 2026-04-15 | 13F | Tenzing Financial LLC | 3.834 | -4,82 | 1.150 | -1,71 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 9.336 | 1,88 | 2.681 | 0,79 | ||||
| 2026-04-29 | 13F | Clearwave Capital, LLC | 2.399 | 0,29 | 689 | -0,86 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 936 | 23,97 | 269 | 22,37 | ||||
| 2026-01-29 | 13F | Quadcap Wealth Management, LLC | 1.483 | 0,07 | 430 | -1,15 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 141.538 | 18,16 | 41.077 | 32,60 | ||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 33.418 | -2,76 | 9.597 | -3,78 | ||||
| 2026-04-14 | 13F | Lawood & Co | 983 | 26,35 | 282 | 25,33 | ||||
| 2026-02-17 | 13F | Guardian Wealth Advisors, Llc / Nc | 18.302 | 2,00 | 5.311 | 0,68 | ||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 1.114 | 320 | ||||||
| 2026-02-11 | 13F | Fund Evaluation Group, LLC | 13.595 | 0,00 | 3.946 | -1,20 | ||||
| 2026-04-20 | 13F | C2C Wealth Management, LLC | 772 | 0,00 | 222 | -1,34 | ||||
| 2026-02-10 | 13F | Strategic Advisors LLC | 1.159 | -56,31 | 336 | -56,87 | ||||
| 2026-04-20 | 13F | Park Edge Advisors, LLC | 2.244 | 0,04 | 645 | -1,08 | ||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 4.926 | 50,00 | 1.430 | 48,24 | ||||
| 2026-02-13 | 13F | Excelsior Advisor Network LLC | 20.450 | 5.935 | ||||||
| 2026-02-11 | 13F | Tiaa Trust, National Association | 1.493.829 | 1,93 | 433.540 | 0,71 | ||||
| 2026-04-16 | 13F | Security National Bank | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Aaron Wealth Advisors LLC | 2.278 | 0,00 | 654 | -1,06 | ||||
| 2026-01-30 | 13F | DMKC Advisory Services, LLC | 4.408 | 11,91 | 1.279 | 10,54 | ||||
| 2026-04-17 | 13F | Sara-Bay Financial | 2.228 | 3,58 | 640 | 1,43 | ||||
| 2026-01-15 | 13F | MEMBERS Trust Co | 8.847 | 0,00 | 2.568 | -1,19 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 90.740 | 0,05 | 26.059 | -1,00 | ||||
| 2026-04-15 | 13F | Ami Investment Management Inc | 6.777 | 3,48 | 1.946 | 2,42 | ||||
| 2026-04-10 | 13F | MKT Advisors LLC | 1.115 | -0,09 | 325 | -1,82 | ||||
| 2026-01-30 | 13F | Cannon Capital Management, Inc. | 19.078 | 5.537 | ||||||
| 2026-04-23 | 13F | American National Bank | 984 | -4,19 | 283 | -5,37 | ||||
| 2026-04-23 | 13F | Private Wealth Management Group, LLC | 4 | -93,22 | 1 | -94,12 | ||||
| 2026-01-21 | 13F | Carolina Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-08 | 13F | Sound View Wealth Advisors Group, LLC | 8.682 | -3,49 | 2.520 | -4,66 | ||||
| 2026-01-07 | 13F | Gilbert & Cook, Inc. | 4.889 | -0,75 | 1.419 | -1,94 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 7.143.783 | 6,04 | 2.073.269 | 4,77 | ||||
| 2025-11-03 | 13F | Jordan Park Group LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-15 | 13F | Apex Wealth Management, LLC | 3.219 | -4,31 | 924 | -8,51 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 30.116 | 19,13 | 8.649 | 17,87 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 2.006.606 | 9,28 | 582.391 | 7,98 | ||||
| 2026-01-28 | 13F | Absher Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | William Mack & Associates, Inc. | 79.241 | -4,13 | 22.756 | -5,14 | ||||
| 2026-04-15 | 13F | Asset Allocation & Management Company, LLC | 1.486 | 0,00 | 0 | |||||
| 2025-11-04 | 13F | Sollinda Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Alliance Wealth Advisors, LLC | 34.882 | 13,33 | 10.123 | 11,98 | ||||
| 2026-01-28 | 13F | REDW Wealth LLC | 7.994 | -6,23 | 2.320 | -7,35 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 15.170 | 0,31 | 4.403 | -0,90 | ||||
| 2026-04-16 | 13F | Lincoln Capital Corp | 6.494 | -0,25 | 1.865 | -1,32 | ||||
| 2025-11-10 | 13F | ROI Financial Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-20 | 13F | L.K. Benson & Company, P.C. | 1.349 | -0,95 | 387 | -2,03 | ||||
| 2026-04-22 | 13F | Wilkins Miller Wealth Management, LLC | 3.774 | 9,14 | 1.084 | 7,98 | ||||
| 2026-04-29 | 13F | Birch Hill Investment Advisors LLC | 4.187 | 0,14 | 1.202 | -0,91 | ||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 8.700 | 15,54 | 3 | 0,00 | ||||
| 2026-02-13 | 13F | Smith Partners Wealth Management, LLC | 26.495 | 7.689 | ||||||
| 2026-04-10 | 13F | Octavia Wealth Advisors, LLC | 2.020 | 1,51 | 580 | 0,52 | ||||
| 2026-01-21 | 13F | Signature Resources Capital Management, LLC | 141 | 0,00 | 41 | -2,44 | ||||
| 2026-02-13 | 13F | Innovative Wealth Building LLC | 13.993 | -3,28 | 4.061 | -4,42 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 175.079 | -3,36 | 50.812 | -4,51 | ||||
| 2026-02-02 | 13F | Stuart Chaussee & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Pinnacle Wealth Management Group, Inc. | 19.424 | 2,70 | 5.578 | 1,64 | ||||
| 2026-01-20 | 13F | Steel Peak Wealth Management LLC | 3.835 | -3,52 | 1.113 | -4,95 | ||||
| 2026-04-08 | 13F | RDA Financial Network | 715 | 205 | ||||||
| 2026-04-15 | 13F | Regatta Capital Group, Llc | 801 | 230 | ||||||
| 2026-04-07 | 13F | Estate Planners Group, LLC | 328 | 95 | ||||||
| 2026-01-12 | 13F | Kaydan Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 22.492 | 0,92 | 6.460 | -0,14 | ||||
| 2026-04-16 | 13F | Five Pine Wealth Management | 18.401 | 0,17 | 5.284 | -0,88 | ||||
| 2026-02-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 29.538 | -4,43 | 8.572 | -5,57 | ||||
| 2026-02-10 | 13F | Mitchell Capital Management Co | 3.768 | 0,00 | 1.094 | -1,18 | ||||
| 2026-02-19 | 13F | Mcguire Capital Advisors Inc | 49 | 14 | ||||||
| 2026-02-09 | 13F | Avalon Trust Co | 11 | 0,00 | 3 | 0,00 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 4.569 | 4,96 | 1.326 | 3,76 | ||||
| 2026-02-19 | 13F | Briggs Wealth Management, Inc | 2.574 | 747 | ||||||
| 2026-02-09 | 13F | Sawgrass Asset Management Llc | 28.945 | 5,08 | 8.400 | 3,82 | ||||
| 2026-04-17 | 13F | Astoria Strategic Wealth, Inc. | 938 | 0,11 | 269 | -0,74 | ||||
| 2026-02-17 | 13F | Gotham Asset Management, LLC | 20.133 | 39,21 | 5.843 | 37,52 | ||||
| 2026-02-04 | 13F | Washington Trust Bank | 9.218 | 3,33 | 2.675 | 2,10 | ||||
| 2026-02-03 | 13F | Pearl Planning LLC | 41.774 | 12.124 | ||||||
| 2026-04-16 | 13F | Toth Financial Advisory Corp | 698 | -8,64 | 200 | -9,50 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Northcape Wealth Management, Llc | 25.068 | -1,12 | 7.275 | -2,30 | ||||
| 2026-02-09 | 13F | FinDec Wealth Services, Inc. | 16.355 | -3,82 | 4.746 | -4,98 | ||||
| 2026-04-21 | 13F | Marietta Wealth Management, LLC | 80.144 | 1,77 | 23.016 | 0,70 | ||||
| 2026-02-11 | 13F | Gwn Securities Inc. | 7.079 | 23,33 | 2.055 | 21,18 | ||||
| 2026-02-06 | 13F | Plan A Wealth LLC | 3.348 | -10,39 | 972 | -11,49 | ||||
| 2026-01-20 | 13F | Roger Wittlin Investment Advisory, LLC | 16.110 | -13,95 | 4.676 | -14,97 | ||||
| 2026-02-12 | 13F | Ironsides Asset Advisors, LLC | 43.126 | 0,00 | 12.516 | -1,19 | ||||
| 2026-02-18 | 13F | NFP Retirement, Inc. | 108.537 | 0,29 | 31.500 | -0,91 | ||||
| 2026-04-24 | 13F | Goldstone Financial Group, LLC | 64.025 | 15,08 | 18.387 | 13,88 | ||||
| 2026-02-17 | 13F | Df Dent & Co Inc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 179.194 | 52.006 | ||||||
| 2026-04-10 | 13F | Sound Stewardship, LLC | 822 | 0,12 | 236 | -1,26 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 1.895 | -6,70 | 544 | -7,64 | ||||
| 2026-04-21 | 13F | BankPlus Wealth Management LLC | 6.628 | 23,50 | 1.906 | 22,19 | ||||
| 2026-04-23 | 13F | Greenhouse Wealth Management, LLC | 3.507 | -0,20 | 1.007 | -1,18 | ||||
| 2026-04-09 | 13F | Shearwater Capital LLC | 774 | 222 | ||||||
| 2026-02-05 | 13F | Arjuna Capital | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Wells Financial Advisors INC | 6.715 | -22,00 | 1.949 | -22,94 | ||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 17.075 | 0,00 | 4.955 | 0,00 | ||||
| 2026-04-29 | 13F | Sagace Wealth Management LLC | 29.806 | -0,20 | 8.560 | -1,25 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 635 | -28,57 | 182 | -29,46 | ||||
| 2026-04-21 | 13F | Yoffe Investment Management, LLC | 5.345 | 0,00 | 1.535 | -1,10 | ||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 110 | 0,00 | 32 | 6,67 | ||||
| 2026-04-24 | 13F | Palouse Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 253 | 0,00 | 73 | -1,37 | ||||
| 2026-02-03 | 13F | RWM Asset Management, LLC | 12.462 | -1,41 | 3.736 | 0,62 | ||||
| 2026-01-30 | 13F | Archer Investment Corp | 124 | -35,08 | 36 | -34,55 | ||||
| 2026-04-03 | 13F | First County Bank /CT/ | 6.618 | 3,88 | 1.901 | 2,81 | ||||
| 2026-04-20 | 13F | Joel Adams & Associates, Inc. | 8.945 | -1,45 | 2.569 | -2,51 | ||||
| 2026-02-13 | 13F | STAR Financial Bank | 14.576 | 4.230 | ||||||
| 2026-01-23 | 13F | Ramsay, Stattman, Vela & Price, Inc. | 4.973 | 0,00 | 1.443 | -1,16 | ||||
| 2026-02-17 | 13F | Align Financial, LLC | 176.965 | 177 | ||||||
| 2026-01-20 | 13F | Family Legacy Financial Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Townsend Asset Management Corp /nc/ /adv | 913 | 0,66 | 265 | -0,75 | ||||
| 2026-01-30 | 13F | Laurel Wealth Advisors LLC | 456 | 132 | ||||||
| 2026-02-06 | 13F | Morling Financial Advisors, LLC | 650 | -14,70 | 189 | -15,70 | ||||
| 2026-02-04 | 13F | Urban Financial Advisory Corp | 1.988 | 3,33 | 577 | 1,95 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 297 | 280,77 | 85 | 286,36 | ||||
| 2026-04-15 | 13F | RCW Management, LLC | 1.025 | 0,00 | 294 | -1,01 | ||||
| 2026-02-03 | 13F | Bokf, Na | 88.127 | 5,24 | 25.576 | 3,98 | ||||
| 2026-04-10 | 13F | Piscataqua Savings Bank | 122 | 0,00 | 35 | 0,00 | ||||
| 2026-04-20 | 13F | Crane Advisory, LLC | 58.103 | -0,41 | 17.591 | 0,79 | ||||
| 2026-02-02 | 13F | Holistic Planning, LLC | 25.360 | 20,34 | 7.360 | 18,90 | ||||
| 2026-04-14 | 13F | Capital Asset Managemnet, LLC | 2.917 | 0,03 | 838 | -1,06 | ||||
| 2026-04-27 | 13F | LCW Services, LLC | 8.013 | 48,80 | 2.301 | 47,31 | ||||
| 2026-04-20 | 13F | Cardinal Point Capital Management, ULC | 794 | -16,95 | 228 | -17,69 | ||||
| 2026-02-24 | 13F | Coastline Complete Wealth LLC | 36.512 | 10.596 | ||||||
| 2026-04-27 | 13F | FSM Wealth Advisors, LLC | 2.289 | 18,36 | 657 | 17,11 | ||||
| 2026-02-11 | 13F | SOUTH STATE Corp | 17.059 | 10,69 | 4.951 | 9,37 | ||||
| 2026-01-27 | 13F | Cannon Wealth Management Services, LLC | 12.572 | 1,66 | 3.649 | 0,44 | ||||
| 2026-02-17 | 13F | Custos Family Office, LLC | 25.057 | -13,52 | 7.272 | -14,56 | ||||
| 2026-02-05 | 13F | Duncan Williams Asset Management, LLC | 12.780 | 6,97 | 3.809 | 8,55 | ||||
| 2026-04-21 | 13F | Polaris Investment Advisors, LLC | 1.488 | 0,00 | 427 | -0,93 | ||||
| 2026-01-20 | 13F | Sanibel Captiva Trust Company, Inc. | 5.840 | -12,57 | 1.695 | -13,66 | ||||
| 2026-02-03 | 13F | Strengthening Families & Communities, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-23 | 13F | Ewa, Llc | 737 | -6,23 | 212 | -7,46 | ||||
| 2026-01-27 | 13F | HCR Wealth Advisors | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Voisard Asset Management Group, Inc. | 4.867 | 0,00 | 1.398 | -1,06 | ||||
| 2026-01-23 | 13F | Carnegie Capital Asset Management, LLC | 52.361 | 1,09 | 15.196 | -0,12 | ||||
| 2026-04-06 | 13F | Acima Private Wealth, Llc | 1.007 | 0,00 | 289 | -1,03 | ||||
| 2026-02-12 | 13F | Vickerman Investment Advisors, Inc. | 17.090 | 5,06 | 4.960 | 3,79 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 1.061.641 | 4,13 | 308.110 | 2,87 | ||||
| 2026-02-26 | 13F | TD Capital Management LLC | 33.345 | 0,18 | 9.677 | -1,02 | ||||
| 2026-02-09 | 13F | Coldstream Capital Management Inc | 77.971 | -9,38 | 22.629 | -10,47 | ||||
| 2026-02-02 | 13F | Mcdonald Partners Llc | 1.387 | 7,10 | 403 | 5,79 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 84.817 | 4,67 | 25 | 4,35 | ||||
| 2026-02-10 | 13F | ESL Trust Services, LLC | 125 | 0,00 | 36 | 0,00 | ||||
| 2026-02-13 | 13F | Potentia Wealth | 1.415 | 0,00 | 411 | -1,20 | ||||
| 2026-04-16 | 13F | McClarren Financial Advisors, Inc. | 33.769 | -14,60 | 9.698 | -0,32 | ||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 11.637 | 0,91 | 3.342 | -0,12 | ||||
| 2026-02-04 | 13F | Clark Wealth Partners | 109 | 0,00 | 31 | 0,00 | ||||
| 2026-02-13 | 13F | Element Wealth, LLC | 1.051 | 0,10 | 305 | -1,30 | ||||
| 2026-02-13 | 13F | Lifeworks Advisors, LLC | 3.223 | 36,39 | 936 | 34,73 | ||||
| 2026-02-17 | 13F | LaSalle St. Investment Advisors, LLC | 1.798 | 27,88 | 1 | |||||
| 2026-04-15 | 13F | Capital Advisory Group Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | LPL Financial LLC | 3.282.244 | 3,60 | 952.573 | 2,36 | ||||
| 2026-02-23 | 13F | Beaird Harris Wealth Management, LLC | 3.518 | 0,74 | 1.021 | -0,39 | ||||
| 2026-04-23 | 13F | Spinnaker Trust | 14.274 | -30,01 | 4.099 | -30,74 | ||||
| 2026-01-22 | 13F | Good Steward Wealth Advisors,LLC | 12.044 | 17,54 | 3.495 | 16,15 | ||||
| 2026-04-22 | 13F | Parcion Private Wealth LLC | 1.271 | 365 | ||||||
| 2026-04-28 | 13F | Libra Wealth Llc | 2.677 | 0,00 | 769 | -1,03 | ||||
| 2026-04-17 | 13F | New Covenant Trust Company, N.A. | 7.148 | 0,00 | 2.053 | -1,87 | ||||
| 2026-02-10 | 13F | Waterloo Capital, L.P. | 1.853 | -0,16 | 538 | -1,47 | ||||
| 2026-01-15 | 13F | Bernard Wealth Management Corp. | 225 | 0,00 | 65 | -1,52 | ||||
| 2026-02-11 | 13F | Modus Advisors, LLC | 4.340 | -37,00 | 1.260 | -37,77 | ||||
| 2026-04-21 | 13F | Rooted Wealth Advisors, Inc. | 125.730 | 244,48 | 9.688 | -10,95 | ||||
| 2026-04-21 | 13F | Sensible Money, LLC | 1.055 | 36,30 | 303 | 34,82 | ||||
| 2026-02-17 | 13F | Mittelman Wealth Management | 15.322 | 14,58 | 4.447 | 13,19 | ||||
| 2026-02-10 | 13F | IF Advisors, LLC | 31.987 | 9.283 | ||||||
| 2026-04-29 | 13F | Global Strategic Investment Solutions, LLC | 1.330 | -37,50 | 382 | -38,25 | ||||
| 2026-02-09 | 13F | Coordinated Financial Services, Inc. | 5.366 | 8,91 | 1.557 | 7,60 | ||||
| 2026-04-14 | 13F | Value Investment Professionals, LLC | 1.473 | 386 | ||||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 95.269 | 144,72 | 27.649 | 141,78 | ||||
| 2026-01-16 | 13F | Crewe Advisors LLC | 4.838 | -11,02 | 1.404 | -12,09 | ||||
| 2026-02-23 | 13F | Mv Capital Management, Inc. | 18 | 0,00 | 5 | 0,00 | ||||
| 2026-01-20 | 13F | Raab & Moskowitz Asset Management LLC | 769 | 0,00 | 223 | -0,89 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 152.325 | 55,85 | 44.021 | 55,19 | ||||
| 2026-02-04 | 13F | Biltmore Family Office, LLC | 5.841 | 10,67 | 1.695 | 9,00 | ||||
| 2026-01-20 | 13F | Aspiriant, Llc | 5.885 | 72,58 | 1.708 | 70,53 | ||||
| 2026-04-23 | 13F | Investment Planning Advisors, Inc. | 1.915 | 3,29 | 550 | 2,23 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 55.104 | -0,02 | 15.992 | -1,22 | ||||
| 2026-04-08 | 13F | Gilman Hill Asset Management, LLC | 24.983 | 8,35 | 7.175 | 7,22 | ||||
| 2026-02-11 | 13F | Jessup Wealth Management, Inc | 311 | 90 | ||||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 11.429 | -1,22 | 3.282 | -2,23 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 113.646 | -1,79 | 32.637 | -2,82 | ||||
| 2026-01-28 | 13F | WMG Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Strategic Investment Advisors / MI | 27.089 | -78,16 | 7.867 | 7,80 | ||||
| 2026-04-24 | 13F | CFC Planning Co LLC | 4.337 | 16,84 | 1.246 | 15,60 | ||||
| 2026-01-30 | 13F | BancorpSouth Bank | 84.854 | 2,12 | 24.626 | 0,90 | ||||
| 2026-02-17 | 13F | Coastal Bridge Advisors, LLC | 21.061 | 10,16 | 6.112 | 8,85 | ||||
| 2026-04-20 | 13F | TFB Advisors LLC | 2.977 | -24,21 | 855 | -25,02 | ||||
| 2026-04-17 | 13F | Viewpoint Capital Management LLC | 9 | 0,00 | 3 | 0,00 | ||||
| 2026-01-28 | 13F | May Barnhard Investments LLC | 37.393 | 1,12 | 10.852 | -0,08 | ||||
| 2026-02-13 | 13F | Horizon Investment Services, LLC | 892 | -1,87 | 259 | -3,37 | ||||
| 2026-04-29 | 13F | Sigma Investment Counselors Inc | 1.550 | -2,64 | 445 | -3,69 | ||||
| 2026-02-04 | 13F | Brio Consultants, LLC | 5.768 | 5,99 | 1.674 | 4,69 | ||||
| 2026-04-14 | 13F | Austin Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 1.443 | -14,16 | 414 | -14,99 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 331.262 | -1,36 | 96.139 | -2,55 | ||||
| 2026-01-29 | 13F | Klingman & Associates, LLC | 937 | 0,00 | 272 | -1,45 | ||||
| 2026-04-27 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 37.715 | -0,02 | 10.831 | -1,06 | ||||
| 2026-02-17 | 13F | Quest Investment Management Llc | 24.073 | 6,96 | 6.986 | 5,69 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 233.271 | 2,41 | 66.991 | 1,34 | ||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 14.178 | 4 | ||||||
| 2026-01-29 | 13F | Atlas Legacy Advisors, LLC | 4.238 | 7,78 | 1.230 | 6,50 | ||||
| 2026-01-29 | 13F | M Wealth Management, LLC | 1.000 | 0,81 | 290 | -0,34 | ||||
| 2026-04-28 | 13F | Nvest Financial, LLC | 5.189 | 44,50 | 1.490 | 42,99 | ||||
| 2026-02-12 | 13F | Federated Hermes, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | David J Yvars Group | 1.228 | 0,00 | 353 | -1,12 | ||||
| 2025-11-12 | 13F | Accredited Wealth Management, LLC | 2.005 | -80,39 | 3.356 | 16,86 | ||||
| 2026-04-23 | 13F | Northstar Asset Management Llc | 58.009 | 0,17 | 16.659 | -0,87 | ||||
| 2025-11-14 | 13F | Brass Tax Wealth Management, Inc | 3.013 | -0,59 | 885 | 4,25 | ||||
| 2026-02-03 | 13F | Northern Capital Management, Inc. | 691 | -8,72 | 201 | -9,91 | ||||
| 2026-01-28 | 13F | Barrett & Company, Inc. | 1.093 | 0,00 | 317 | -1,25 | ||||
| 2026-02-09 | 13F | Atlantic Trust, LLC | 1.543 | 3,63 | 448 | 2,29 | ||||
| 2026-02-13 | 13F | JustInvest LLC | 9.027 | 0,00 | 2.620 | -1,24 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 29.828 | 1,54 | 8.566 | 0,47 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 107.776 | 16,40 | 31.279 | 15,01 | ||||
| 2026-04-27 | 13F | Osborne Partners Capital Management, Llc | 1.737 | 98,29 | 499 | 96,06 | ||||
| 2026-04-16 | 13F | Kavar Capital Partners Group, Llc | 1.520 | 0,00 | 437 | -1,13 | ||||
| 2026-01-26 | 13F | Pursuit Wealth Management LLC | 1.538 | 446 | ||||||
| 2026-02-04 | 13F | Hallmark Capital Management Inc | 24 | 0,00 | 7 | -14,29 | ||||
| 2026-04-28 | 13F | Powerhouse Assets LLC | 1.006 | -22,97 | 289 | -23,81 | ||||
| 2026-04-13 | 13F | Colorado Capital Management, Inc. | 19.715 | 2,55 | 6 | 0,00 | ||||
| 2026-02-05 | 13F | TrueWealth Financial Partners | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Bedel Financial Consulting, Inc. | 2.633 | 25,62 | 764 | 24,23 | ||||
| 2026-02-17 | 13F | Lazard Asset Management Llc | 3.400 | 0,00 | 987 | -1,20 | ||||
| 2026-04-15 | 13F | Wolff Financial Management Llc | 91.482 | 2,86 | 26.272 | 1,78 | ||||
| 2026-04-21 | 13F | Wise Wealth Partners | 825 | 3,38 | 237 | 2,16 | ||||
| 2026-04-07 | 13F | Armstrong Henry H Associates Inc | 2.248 | 0,00 | 646 | -1,07 | ||||
| 2026-01-26 | 13F | Midland Wealth Advisors Llc | 3.282 | -7,39 | 953 | -8,55 | ||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 73.732 | 4,09 | 21.174 | 3,00 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 1.406 | 34,42 | 404 | 33,00 | ||||
| 2026-04-24 | 13F | United Community Bank | 719 | 7,80 | 206 | 6,74 | ||||
| 2026-04-17 | 13F | Charter Trust Co | 11.938 | -0,11 | 3.428 | -1,15 | ||||
| 2026-02-12 | 13F | Pitcairn Co | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 89.910 | 6,66 | 25.820 | 5,54 | ||||
| 2026-02-04 | 13F | Fourth Dimension Wealth, LLC | 41 | -4,65 | 12 | -8,33 | ||||
| 2026-02-04 | 13F | LRI Investments, LLC | 185 | 0,00 | 54 | -1,85 | ||||
| 2026-01-28 | 13F | N.E.W. Advisory Services LLC | 7.854 | -2,36 | 2.279 | -3,51 | ||||
| 2026-04-21 | 13F | Financial Planning Hawaii, Inc. | 12.063 | 2,64 | 3.464 | 1,55 | ||||
| 2026-02-13 | 13F | Pin Oak Investment Advisors Inc | 133 | 0,00 | 0 | -100,00 | ||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 228.741 | 209,20 | 67 | 214,29 | ||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 5.080 | -62,37 | 1.474 | -62,82 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 58.722 | 6,36 | 17.042 | 4,72 | ||||
| 2026-02-03 | 13F | Manning & Napier Advisors Llc | 36.909 | 13,38 | 10.811 | 13,06 | ||||
| 2026-04-16 | 13F | Smith, Salley & Associates | 1.408 | 0,07 | 404 | -0,98 | ||||
| 2026-01-29 | 13F | Traction Financial Partners, LLC | 4.353 | 4,39 | 1.263 | 3,19 | ||||
| 2026-04-14 | 13F | OLIO Financial Planning | 4.577 | -5,94 | 1.314 | -6,94 | ||||
| 2026-02-05 | 13F | Pacific Sun Financial Corp | 2.162 | 1,60 | 627 | 0,32 | ||||
| 2026-04-21 | 13F | Mendel Capital Management LLC | 834 | 0,24 | 239 | -2,05 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 15.015 | 19,83 | 4.312 | 17,17 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 9.635 | -0,10 | 2.767 | -1,18 | ||||
| 2026-02-10 | 13F | Moors & Cabot, Inc. | 2.718 | -3,14 | 789 | -4,37 | ||||
| 2026-01-29 | 13F | Prepared Retirement Institute LLC | 1.333 | 0,08 | 387 | -1,28 | ||||
| 2026-02-12 | 13F | Wayfinding Financial, LLC | 1.352 | 0,00 | 0 | |||||
| 2026-02-13 | 13F | 1 North Wealth Services Llc | 20 | 6 | ||||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 847 | 255,88 | 243 | 252,17 | ||||
| 2026-04-24 | 13F | Kendall Capital Management | 20.055 | 0,06 | 5.759 | -0,98 | ||||
| 2026-04-01 | 13F | Beacon Financial Group | 4.950 | -2,10 | 1.437 | -3,30 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | Put | 0 | -100,00 | 0 | ||||
| 2026-01-28 | 13F | Wingate Wealth Advisors, Inc. | 8.592 | 16,01 | 2.494 | 14,62 | ||||
| 2026-04-27 | 13F | Revisor Wealth Management LLC | 3.841 | -4,14 | 1.103 | -7,39 | ||||
| 2026-01-14 | 13F | Clarius Group, LLC | 4.334 | 0,00 | 1.258 | -1,18 | ||||
| 2025-11-14 | 13F | Full Sail Capital, LLC | 100.714 | -8,66 | 29.584 | -4,12 | ||||
| 2026-02-25 | 13F | Tempo Wealth, LLC | 1.510 | 438 | ||||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 8.729 | 4,56 | 2.507 | 3,47 | ||||
| 2026-04-15 | 13F | Riversedge Advisors, Llc | 699 | 0,00 | 201 | -0,99 | ||||
| 2026-01-23 | 13F | Allen Wealth Management, Llc | 44.640 | 12.956 | ||||||
| 2026-04-22 | 13F | Foundation Wealth Management, LLC\PA | 1.090 | 0,00 | 313 | -0,95 | ||||
| 2026-04-24 | 13F | Argent Advisors, Inc. | 1.258 | 2,11 | 361 | 1,12 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 3.959 | 13,73 | 1.137 | 12,48 | ||||
| 2026-04-29 | 13F | Penobscot Investment Management Company, Inc. | 2.605 | 5,98 | 748 | 4,91 | ||||
| 2026-04-10 | 13F | Northside Capital Management, LLC | 1.035 | 298 | ||||||
| 2026-04-07 | 13F | First Financial Corp /in/ | 20.379 | 4,29 | 5.852 | 3,19 | ||||
| 2026-04-13 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 990 | 0,00 | 294 | -1,35 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 2.941 | 52,62 | 845 | 50,98 | ||||
| 2026-02-12 | 13F | IFC Advisors LLC | 131.672 | 2,37 | 38.214 | 1,14 | ||||
| 2025-11-12 | 13F | Willow Creek Wealth Management Inc. | 6.308 | 131,23 | 1.853 | 142,86 | ||||
| 2026-02-13 | 13F | MorganRosel Wealth Management, LLC | 33.511 | 0,16 | 9.726 | -1,04 | ||||
| 2026-04-08 | 13F | Wisconsin Wealth Advisors, LLC | 7.530 | 3,56 | 2.162 | 2,46 | ||||
| 2026-04-07 | 13F | Trinity Financial Advisors LLC | 27.708 | -6,07 | 7.957 | -7,06 | ||||
| 2026-02-11 | 13F | Lyell Wealth Management, Lp | 1.908 | 0,00 | 554 | -1,25 | ||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 64.983 | -0,05 | 18.662 | -1,10 | ||||
| 2025-11-26 | 13F | Lantern Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 165.038 | 10,96 | 47.897 | 9,63 | ||||
| 2026-02-17 | 13F | Prosperity Consulting Group, LLC | 111.957 | 25,39 | 32.492 | 23,89 | ||||
| 2026-04-29 | 13F/A | Perryman Financial Advisory Inc /ad | 2.738 | 1,56 | 786 | 0,51 | ||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 2.570 | -0,96 | 738 | -1,86 | ||||
| 2026-04-09 | 13F | Central Valley Advisors, Llc | 44.952 | 6.258,13 | 12.909 | 6.197,07 | ||||
| 2026-04-16 | 13F | Flywheel Private Wealth LLC | 10.974 | -0,24 | 3.151 | -1,28 | ||||
| 2026-02-12 | 13F | Ankerstar Wealth, LLC | 165 | 48 | ||||||
| 2026-02-05 | 13F | Wilson & Boucher Capital Management, LLC | 15.476 | -2,06 | 4.491 | -3,23 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 7.506 | 0,94 | 2.156 | -0,14 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 3.987 | -8,68 | 1.157 | -9,75 | ||||
| 2026-02-17 | 13F | Pine Ridge Advisers LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Orion Capital Management LLC | 619 | 0,32 | 180 | -1,10 | ||||
| 2026-01-27 | 13F | TD Waterhouse Canada Inc. | 1.193 | -29,86 | 346 | -30,66 | ||||
| 2026-02-04 | 13F | Advisor OS, LLC | 30.604 | 449,34 | 8.882 | 442,85 | ||||
| 2026-04-23 | 13F | Moss Adams Wealth Advisors LLC | 4.600 | 21,85 | 1.321 | 20,64 | ||||
| 2026-02-02 | 13F | Partners in Financial Planning | 14.162 | 0,35 | 4.110 | -0,84 | ||||
| 2026-02-12 | 13F | Keel Point, LLC | 3.358 | 9,70 | 975 | 8,34 | ||||
| 2026-02-10 | 13F | MidAtlantic Capital Management, Inc. | 6.314 | -0,85 | 1.833 | -2,03 | ||||
| 2026-04-21 | 13F | Alpine Bank Wealth Management | 15.758 | -3,51 | 4.525 | -4,52 | ||||
| 2026-04-28 | 13F | Bravias Capital Group, LLC | 7.318 | 4,14 | 2.102 | 3,04 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 144 | 0,00 | 41 | 0,00 | ||||
| 2026-02-05 | 13F | Avantax Planning Partners, Inc. | 2.412 | -1,03 | 700 | -2,24 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 6.317 | 0,00 | 1.833 | 0,00 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 17.178 | 3,81 | 5.186 | 8,00 | ||||
| 2026-02-17 | 13F | Synergy Financial Group, LTD | 5.381 | -2,50 | 1.562 | -3,70 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 10.880 | -0,06 | 3.125 | -1,11 | ||||
| 2026-04-10 | 13F | BostonPremier Wealth LLC | 840 | 0,00 | 241 | -0,82 | ||||
| 2026-02-17 | 13F | Strategic Financial Planning, Inc. | 975 | 0,00 | 283 | -1,05 | ||||
| 2026-04-27 | 13F | Marotta Asset Management | 3.327 | 0,00 | 962 | -0,41 | ||||
| 2026-04-20 | 13F | Provenance Wealth Advisors, LLC | 22 | -43,59 | 6 | -45,45 | ||||
| 2026-04-15 | 13F | Steinberganna Wealth Management | 960 | 5,15 | 276 | 4,17 | ||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 1.649 | 0,00 | 474 | -1,05 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 2.998 | -2,12 | 861 | -3,15 | ||||
| 2026-02-09 | 13F | Fidelis Capital Partners, LLC | 50.576 | -9,76 | 14.678 | -10,83 | ||||
| 2026-04-28 | 13F | Berkshire Bank | 2.140 | -16,14 | 615 | -17,03 | ||||
| 2026-02-17 | 13F | Marin Bay Wealth Advisors, LLC | 987 | 286 | ||||||
| 2026-04-20 | 13F | Verus Financial Partners, Inc. | 28.208 | -1,78 | 8.540 | -0,79 | ||||
| 2026-02-06 | 13F | First Business Financial Services, Inc. | 2.969 | 0,00 | 862 | -1,26 | ||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 2.256 | -1,36 | 648 | -2,41 | ||||
| 2026-01-23 | 13F | Bridgewater Advisors Inc. | 8.087 | 0,00 | 2.422 | 4,58 | ||||
| 2026-02-10 | 13F | Sequent Asset Management, LLC | 2.187 | 0,00 | 635 | -1,09 | ||||
| 2026-04-08 | 13F | M.e. Allison & Co., Inc. | 1.392 | 0,00 | 400 | -0,99 | ||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 23.808 | 2,14 | 6.910 | 0,91 | ||||
| 2026-02-13 | 13F | Beacon Capital Management, LLC | 2.452 | 44,58 | 712 | 42,77 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 51.519 | -32,20 | 14.795 | -32,91 | ||||
| 2026-02-04 | 13F | BEAM Asset Management, LLC | 33.080 | 2,93 | 9.601 | 1,69 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 2.972 | 16,59 | 854 | 15,27 | ||||
| 2026-01-07 | 13F | BCGM Wealth Management, LLC | 13.117 | -1,96 | 3.807 | -3,13 | ||||
| 2026-04-13 | 13F | John W. Brooker & Co., CPAs | 6.882 | 52,56 | 1.976 | 50,95 | ||||
| 2026-02-04 | 13F | Nwam Llc | 25.558 | -0,38 | 7.466 | -0,82 | ||||
| 2026-02-13 | 13F | Neuberger Berman Group LLC | 5.687 | -61,77 | 1.650 | -62,23 | ||||
| 2026-01-07 | 13F | Procyon Private Wealth Partners, LLC | 100.246 | 0,08 | 29.093 | -1,12 | ||||
| 2026-04-14 | 13F | Shrier Wealth Management, Llc | 2.295 | 0,00 | 659 | -1,05 | ||||
| 2026-01-23 | 13F | Intelligence Driven Advisers, LLC | 1.388 | 403 | ||||||
| 2026-02-04 | 13F | Ofc Financial Planning, Llc | 6.940 | 6,87 | 2.014 | 5,61 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 14.147 | 8,41 | 4.063 | 7,26 | ||||
| 2026-01-16 | 13F | Oldfather Financial Services, LLC | 4.315 | -4,24 | 1.252 | -5,37 | ||||
| 2026-02-13 | 13F | Ally Invest Advisors Inc. | 1.227 | 2,68 | 356 | 1,14 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 287.373 | 4,21 | 83 | 3,75 | ||||
| 2026-03-03 | 13F | NWF Advisory Services Inc. | 10.770 | -1,22 | 3.126 | -2,40 | ||||
| 2026-04-27 | 13F | Prasad Wealth Partners, LLC | 869 | 0,23 | 250 | -0,80 | ||||
| 2026-04-20 | 13F | First Bancorp, Inc /ME/ | 38.968 | 2,14 | 11.191 | 1,07 | ||||
| 2026-04-16 | 13F | Ironwood Financial, llc | 7.727 | 3,45 | 2.219 | -0,72 | ||||
| 2026-04-24 | 13F | Smithbridge Asset Management Inc/de | 6.533 | 1.876 | ||||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 1.136 | -17,08 | 326 | -17,88 | ||||
| 2026-02-05 | 13F | Elyxium Wealth, LLC | 54 | 16 | ||||||
| 2026-02-10 | 13F | Bridges Investment Management Inc | 67.485 | 13,33 | 19.585 | 11,97 | ||||
| 2026-04-07 | 13F | Anderson Hoagland & Co | 37.545 | -3,94 | 10.782 | -4,95 | ||||
| 2026-04-10 | 13F | Novem Group | 4.787 | -0,27 | 1.375 | -1,36 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 25.834 | 5,82 | 7.419 | 4,71 | ||||
| 2026-02-17 | 13F | Jump Financial, LLC | 1.844 | 535 | ||||||
| 2026-01-26 | 13F | Valmark Advisers, Inc. | 35.082 | 2,02 | 10.182 | 0,80 | ||||
| 2026-02-02 | 13F | Sachetta, LLC | 3.133 | -54,35 | 909 | -54,91 | ||||
| 2026-02-13 | 13F | Cynosure Management, Llc | 1.333 | 0,08 | 387 | -1,28 | ||||
| 2026-02-13 | 13F | Toroso Investments, LLC | 14.474 | 385,22 | 4.201 | 379,45 | ||||
| 2026-02-11 | 13F | Madden Advisory Services, Inc. | 3.409 | -2,82 | 989 | -3,98 | ||||
| 2026-02-10 | 13F | Avestar Capital, LLC | 1.642 | 0,24 | 477 | -1,04 | ||||
| 2026-02-13 | 13F | Visionary Wealth Advisors | 65.776 | 2,41 | 19.089 | 1,18 | ||||
| 2026-01-22 | 13F | Willis Investment Counsel | 2.567 | 0,00 | 745 | -1,33 | ||||
| 2026-04-21 | 13F | Beaumont Asset Management, L.L.C. | 789 | 7,49 | 227 | 6,10 | ||||
| 2026-01-28 | 13F | Dentgroup LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 14.213 | 13,74 | 4.082 | 12,55 | ||||
| 2026-02-17 | 13F | Wealth Architects, LLC | 3.977 | 0,00 | 1.154 | -1,20 | ||||
| 2026-02-12 | 13F | Schoolcraft Capital LLC | 4.243 | 0,00 | 1.231 | -1,20 | ||||
| 2026-03-25 | 13F | Mission Financial Group, LLC | 737 | 214 | ||||||
| 2026-04-22 | 13F | Ticino Wealth | 19.351 | -4,47 | 6.263 | 6,55 | ||||
| 2026-04-22 | 13F | Hofer & Associates. Inc | 16.438 | 2,42 | 4.721 | 1,33 | ||||
| 2026-02-06 | 13F | Intrust Bank Na | 67.048 | 0,14 | 19.459 | -1,06 | ||||
| 2026-04-15 | 13F | Gradient Capital Advisors, LLC | 14.315 | -1,95 | 4.111 | -2,97 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 599 | 6,39 | 172 | 5,52 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 1.846 | 35,94 | 530 | 34,52 | ||||
| 2026-02-06 | 13F | Auxano Advisors, LLC | 753 | 0,00 | 219 | -1,36 | ||||
| 2026-01-23 | 13F | Financial Advisory Partners, Llc | 13.481 | 1,88 | 3.912 | 0,67 | ||||
| 2025-10-30 | 13F | WFA Asset Management Corp | 53 | 1,92 | 14 | 8,33 | ||||
| 2026-04-23 | 13F | Drucker Wealth 3.0, LLC | 14.926 | 0,70 | 4.287 | -0,35 | ||||
| 2026-02-10 | 13F | MY Wealth Management Inc. | 14.311 | -3,21 | 4.153 | -4,37 | ||||
| 2026-02-17 | 13F | Hilltop Holdings Inc. | 9.401 | 0,02 | 2.728 | -1,16 | ||||
| 2026-04-15 | 13F | Code Waechter LLC | 884 | 254 | ||||||
| 2026-04-13 | 13F | Arkansas Financial Group, Inc. | 151.801 | 0,46 | 45.305 | 3,31 | ||||
| 2026-02-10 | 13F | Marshall & Sterling Wealth Advisors Inc. | 13.885 | -0,63 | 4.030 | -1,35 | ||||
| 2026-02-13 | 13F | Safeguard Investment Advisory Group, LLC | 805 | -20,45 | 234 | -21,55 | ||||
| 2026-02-10 | 13F | Ritter Daniher Financial Advisory LLC / DE | 282 | 0,00 | 82 | -1,22 | ||||
| 2026-02-17 | 13F | Cape Investment Advisory, Inc. | 1.823 | 19,54 | 529 | 18,34 | ||||
| 2026-02-06 | 13F | Delta Financial Advisors Llc | 4.124 | 0,88 | 1.197 | -0,33 | ||||
| 2026-02-12 | 13F | Mindset Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Creative Planning | 8.415.358 | 1,01 | 2.442.305 | -0,20 | ||||
| 2026-04-28 | 13F | Southern Michigan Bank & Trust | 64.157 | 18.425 | ||||||
| 2026-04-14 | 13F | Clean Yield Group | 568 | 0,00 | 163 | -0,61 | ||||
| 2026-02-09 | 13F | Valtinson Bruner Financial Planning LLC | 11.424 | -0,87 | 3.315 | -2,07 | ||||
| 2026-02-17 | 13F | Trustmark National Bank Trust Department | 319.438 | -3,91 | 92.707 | -5,06 | ||||
| 2026-02-09 | 13F | Diversified Portfolios, Inc. | 2.520 | 4,48 | 731 | 3,25 | ||||
| 2026-02-04 | 13F | Shade Tree Advisors LLC | 3.125 | 907 | ||||||
| 2026-04-29 | 13F | Capstone Wealth Management Group, Llc | 4.560 | 0,00 | 1.310 | -1,06 | ||||
| 2026-04-21 | 13F | Tritonpoint Wealth, Llc | 10.554 | 8,27 | 3.031 | 7,10 | ||||
| 2026-02-12 | 13F | Hollencrest Capital Management | 431 | 0,00 | 125 | -0,79 | ||||
| 2026-02-11 | 13F | United Financial Planning Group LLC | 13.300 | 3.860 | ||||||
| 2026-04-08 | 13F | WealthCare Investment Partners, LLC | 1.239 | -5,85 | 360 | -6,49 | ||||
| 2026-02-12 | 13F | Azimuth Capital Investment Management LLC | 715 | 2,14 | 208 | 0,98 | ||||
| 2026-04-17 | 13F | BCS Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Foster Victor Wealth Advisors, LLC | 13.282 | -0,81 | 4.010 | -0,30 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 737.502 | 22,21 | 214.104 | 20,78 | ||||
| 2026-02-11 | 13F | Lowe Brockenbrough & Co Inc | 35.507 | -3,01 | 10.305 | -4,18 | ||||
| 2026-02-11 | 13F | Vista Cima Wealth Management LLC | 19.710 | 5,29 | 5.720 | 4,04 | ||||
| 2026-02-23 | 13F | GuidedMoney, LLC | 1.846 | 536 | ||||||
| 2026-04-03 | 13F | Coastline Trust Co | 4.651 | 10,48 | 1.336 | 9,34 | ||||
| 2026-04-28 | 13F | Novus Advisors, Llc | 970 | 9,60 | 279 | 8,59 | ||||
| 2026-04-14 | 13F | Arvest Investments, Inc. | 11 | 0,00 | 3 | 0,00 | ||||
| 2026-04-24 | 13F | DB&C Advisors, LLC | 817 | -5,00 | 235 | -6,02 | ||||
| 2026-02-02 | 13F | WJ Financial Advisors LLC | 2.588 | 0,00 | 751 | -1,18 | ||||
| 2026-02-11 | 13F | Greykasell Wealth Strategies, Inc. | 93 | 8,14 | 27 | 4,00 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 5.745 | -3,99 | 1.650 | -5,01 | ||||
| 2026-04-09 | 13F | McNamara Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Becker Capital Management Inc | 3.456 | 113,07 | 1.003 | 109,83 | ||||
| 2026-04-22 | 13F | Semitam Bonam Llc | 1.438 | -2,64 | 413 | -3,74 | ||||
| 2026-04-28 | 13F | Strata Wealth Advisors, LLC | 5.895 | -4,16 | 1.693 | -5,21 | ||||
| 2026-02-09 | 13F | Summit Asset Management, LLC | 962 | 0,00 | 279 | -1,06 | ||||
| 2026-04-20 | 13F | Tranquility Partners, LLC | 3.392 | -0,35 | 974 | -1,32 | ||||
| 2025-11-06 | 13F | Abich Financial Wealth Management LLC | 288 | 146,15 | 85 | 180,00 | ||||
| 2026-02-17 | 13F | Signal Tree Financial Partners Llc | 2.669 | 3,29 | 775 | 2,11 | ||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 2.409 | -6,19 | 692 | -7,25 | ||||
| 2026-02-05 | 13F | Financial Strategies Group, Inc. | 2.861 | 3,10 | 857 | 6,47 | ||||
| 2026-04-20 | 13F | McMahon Financial Advisors, LLC | 17.119 | 7,10 | 4.916 | 5,99 | ||||
| 2026-04-28 | 13F | Lee Danner & Bass Inc | 2.427 | 0,00 | 697 | -1,14 | ||||
| 2026-01-23 | 13F | Kellett Schaffner Wealth Advisors LLC | 4.146 | 0,07 | 1.203 | -1,07 | ||||
| 2026-02-13 | 13F | Citigroup Inc | 1.255.055 | 3.587,33 | 364.242 | 3.543,15 | ||||
| 2026-04-23 | 13F | Midwest Financial Partners Investments, Inc. | 6.132 | 62,27 | 1.761 | 60,58 | ||||
| 2026-04-20 | 13F | KFA Private Wealth Group, LLC | 31.002 | -1,38 | 8.903 | -2,40 | ||||
| 2026-02-03 | 13F | Crestwood Advisors Group LLC | 31.329 | 0,49 | 9.092 | -0,72 | ||||
| 2026-04-28 | 13F | Grange Capital, LLC | 5.286 | -5,20 | 1.518 | -6,18 | ||||
| 2026-01-26 | 13F | Reyes Financial Architecture, Inc. | 503 | -2,14 | 146 | -3,33 | ||||
| 2026-04-20 | 13F | Live Oak Private Wealth LLC | 1.804 | 0,00 | 518 | -0,96 | ||||
| 2026-04-29 | 13F | Houlihan Financial Resource Group, Ltd. | 33.131 | 0,53 | 9.515 | -1,42 | ||||
| 2026-04-08 | 13F | Lpwm Llc | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Fortem Financial Group, Llc | 1.943 | -1,72 | 558 | -2,79 | ||||
| 2026-02-02 | 13F | McCarthy Grittinger Financial Group, LLC | 3.552 | -0,48 | 1.031 | -1,72 | ||||
| 2026-02-17 | 13F | Pennington Partners & Co., Llc | 2.840 | 0,00 | 824 | -1,55 | ||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 935 | 0,00 | 269 | -1,11 | ||||
| 2026-02-17 | 13F | Laird Norton Trust Company, Llc | 9.309 | 2.702 | ||||||
| 2026-02-05 | 13F | Stonebridge Financial Planning Group, LLC | 7.180 | 3,65 | 2.084 | 2,41 | ||||
| 2026-02-03 | 13F | Channel Wealth Llc | 1.692 | -15,15 | 491 | -16,07 | ||||
| 2026-01-27 | 13F | Jeppson Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-03-27 | 13F | Fell Capital Management /adv | 7.944 | 2.306 | ||||||
| 2026-04-08 | 13F | Stonebridge Financial Group, LLC | 2.148 | 17,31 | 617 | 16,01 | ||||
| 2026-04-20 | 13F | Kennicott Capital Management Llc | 1.925 | 0,00 | 553 | -1,08 | ||||
| 2026-01-15 | 13F | Clg Llc | 705 | 0,71 | 205 | -0,49 | ||||
| 2026-04-22 | 13F | Jim Saulnier & Associates, Llc | 2.450 | 80,68 | 703 | 78,88 | ||||
| 2026-04-28 | 13F | Argonautica Private Wealth Management, Inc | 7.854 | 6,96 | 2.256 | 5,82 | ||||
| 2026-02-05 | 13F | Arrow Financial Corp | 95.506 | -4,46 | 27.717 | -5,61 | ||||
| 2026-04-24 | 13F | Wealth Care LLC | 5.115 | 1.469 | ||||||
| 2026-04-13 | 13F | Advocate Group Llc | 18.458 | 10,03 | 5.301 | 8,87 | ||||
| 2025-11-03 | 13F | Tidemark, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-04 | 13F | Patrick M Sweeney & Associates, Inc | 810 | -0,37 | 235 | -1,26 | ||||
| 2026-04-17 | 13F | Swp Financial Llc | 10.106 | 0,08 | 2.902 | -0,96 | ||||
| 2026-01-21 | 13F | StrongBox Wealth, LLC | 3.310 | -3,64 | 961 | -4,76 | ||||
| 2026-04-22 | 13F | SFG Wealth Management, LLC. | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Legacy Advisors, LLC | 13.275 | -1,84 | 3.853 | -3,36 | ||||
| 2026-04-28 | 13F | MBL Wealth, LLC | 22.650 | 0,81 | 6.505 | -0,25 | ||||
| 2026-02-12 | 13F | M1 Capital Management LLC | 1.523 | 0,00 | 442 | -1,34 | ||||
| 2026-02-13 | 13F | Mosaic Family Wealth Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F/A | Sunburst Financial Group, LLC | 1.371 | 50,99 | 394 | 49,43 | ||||
| 2026-01-29 | 13F | Beirne Wealth Consulting Services, LLC | 35.424 | -2,71 | 10.281 | -4,21 | ||||
| 2026-02-12 | 13F | Gallagher Capital Advisors, LLC | 1.957 | -30,26 | 570 | -29,75 | ||||
| 2026-04-17 | 13F | Gibson Capital, LLC | 7.213 | 0,00 | 2.071 | -1,05 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 3.703 | 8,62 | 1.063 | 7,48 | ||||
| 2026-02-13 | 13F | Wealth Alliance | 12.251 | -4,92 | 3.556 | -6,05 | ||||
| 2026-04-14 | 13F | Portfolio Resources Advisor Group, Inc. | 124 | 0,00 | 36 | 0,00 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 5.241 | -1,24 | 1.505 | -2,27 | ||||
| 2026-02-06 | 13F | Fort Vancouver Investment Management, LLC | 2.290 | 0,00 | 665 | -1,19 | ||||
| 2026-02-17 | 13F | Ducere Wealth Management LLC | 2.292 | 665 | ||||||
| 2026-01-28 | 13F | Clarity Financial LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Greenfield Savings Bank | 891 | 0,00 | 256 | -1,16 | ||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 766 | 9,43 | 222 | 8,29 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 41.902 | 4,39 | 12.033 | 3,30 | ||||
| 2026-02-17 | 13F | Vines Capital Management, LLC | 5.096 | 1.479 | ||||||
| 2026-02-10 | 13F | Bnp Paribas Arbitrage, Sa | 11 | 1.000,00 | 3 | |||||
| 2026-02-11 | 13F | Townsquare Capital Llc | 1.650 | 479 | ||||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 34 | 0,00 | 10 | 0,00 | ||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 2.884 | 0,77 | 828 | -0,24 | ||||
| 2026-02-13 | 13F | Arete Wealth Advisors, LLC | 11.181 | -31,49 | 3 | -25,00 | ||||
| 2026-01-26 | 13F | Sonata Capital Group Inc | 3.157 | 0,00 | 916 | |||||
| 2026-04-20 | 13F | GSB Wealth Management, LLC | 2.126 | 2,46 | 610 | 1,33 | ||||
| 2026-04-08 | 13F | Beacon Financial Strategies CORP | 35.594 | 0,07 | 10.222 | -0,99 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 28.462 | -0,58 | 8.174 | -1,62 | ||||
| 2026-01-22 | 13F | True North Advisors, LLC | 2.747 | 797 | ||||||
| 2026-04-28 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 4.692 | 300,00 | 359 | 5,59 | ||||
| 2026-02-10 | 13F | Blue Barn Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Sonoma Private Wealth LLC | 1.167 | 2,19 | 339 | 0,90 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 4.456 | 26,55 | 1.280 | -3,03 | ||||
| 2026-02-09 | 13F | St. Louis Trust Co | 7.275 | 0,00 | 2.111 | -1,17 | ||||
| 2026-02-11 | 13F | GFS Advisors, LLC | 32.945 | 9.561 | ||||||
| 2026-04-21 | 13F | Creekside Partners | 27.694 | 2,75 | 7.953 | 1,67 | ||||
| 2026-04-24 | 13F | Legend Financial Advisors, Inc. | 35.354 | 19,71 | 10.153 | 18,45 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 104.275 | 183,44 | 30.263 | 180,05 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 451.908 | -31,70 | 131.153 | -32,52 | ||||
| 2026-01-23 | 13F | Tyche Wealth Partners LLC | 882 | -0,45 | 256 | -1,54 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 105.782 | 8,95 | 30.378 | 7,81 | ||||
| 2026-01-23 | 13F | HBW Advisory Services LLC | 2.777 | 0,65 | 806 | -0,62 | ||||
| 2026-04-17 | 13F | Greenbush Financial Group, LLC | 36.781 | 5,25 | 10.563 | 4,15 | ||||
| 2026-02-04 | 13F | Madison Asset Management, LLC | 3.118 | 320,22 | 905 | 314,68 | ||||
| 2026-02-12 | 13F | Tocqueville Asset Management L.p. | 965 | 0,10 | 280 | -1,06 | ||||
| 2026-02-04 | 13F | MONECO Advisors, LLC | 7.254 | -3,60 | 2.105 | -4,75 | ||||
| 2026-02-17 | 13F | Pinnacle Financial Partners, Inc. | 26.256 | 7.629 | ||||||
| 2026-02-17 | 13F | Green Harvest Asset Management LLC | 5.255 | -15,46 | 1.525 | -16,44 | ||||
| 2026-02-17 | 13F | Cdkv Holdings Llc | 3.438 | 998 | ||||||
| 2026-04-22 | 13F | Bay Capital Advisors, LLC | 903 | -3,01 | 259 | -4,07 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 1.482 | 426 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 199.790 | -0,34 | 57.983 | -1,53 | ||||
| 2026-02-09 | 13F | Fedenia Advisers LLC | 745 | -0,13 | 216 | -1,37 | ||||
| 2026-02-17 | 13F | Chilton Investment Co Llc | 755 | -40,55 | 219 | -41,29 | ||||
| 2026-04-15 | 13F | Scott Capital Advisors, LLC | 51.980 | 0,58 | 15.422 | 2,82 | ||||
| 2026-04-16 | 13F | Everstar Asset Management, LLC | 1.722 | 0,41 | 495 | -0,60 | ||||
| 2026-02-13 | 13F | Evernest Financial Advisors, LLC | 3.734 | -0,35 | 1.128 | 2,45 | ||||
| 2026-02-04 | 13F | First National Advisers, LLC | 980 | 0,00 | 284 | -1,05 | ||||
| 2026-02-06 | 13F | Lutz Financial Services LLC | 3.924 | -2,22 | 1.139 | -3,40 | ||||
| 2026-02-12 | 13F | Sfam, Llc | 47 | 14 | ||||||
| 2026-04-29 | 13F | Cambridge Capital Management, Llc | 1.193 | -0,33 | 343 | -1,44 | ||||
| 2026-01-13 | 13F | Ferguson Wellman Capital Management, Inc | 1.630 | -9,44 | 473 | -10,42 | ||||
| 2026-01-27 | 13F | Proffitt & Goodson Inc | 4.633 | -3,18 | 1.345 | -4,34 | ||||
| 2026-04-08 | 13F | Ehrlich Financial Group | 4.694 | -0,42 | 1.348 | -1,46 | ||||
| 2026-02-12 | 13F | Correct Capital Wealth Management | 1.042 | 0,00 | 302 | -1,31 | ||||
| 2025-11-10 | 13F | Insight Advisors, LLC/ PA | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | Colonial Trust Co / SC | 2.376 | 0,00 | 690 | -1,15 | ||||
| 2026-04-21 | 13F | Claro Advisors LLC | 1.241 | -1,19 | 357 | -2,20 | ||||
| 2026-01-15 | 13F | Private Advisory Group LLC | 2.402 | -0,33 | 697 | -1,41 | ||||
| 2026-02-13 | 13F | B&D White Capital Company, LLC | 5.197 | -9,30 | 1.508 | -10,40 | ||||
| 2026-04-28 | 13F | Indiana Trust & Investment Management CO | 1.103 | -36,10 | 317 | -36,80 | ||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 3.761 | 1.080 | ||||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 84.386 | 12,20 | 24.234 | 11,02 | ||||
| 2026-02-10 | 13F | Natixis Advisors, L.p. | 3.360.803 | 9,05 | 975 | 7,73 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 137.563 | 1,71 | 42.243 | 7,61 | ||||
| 2026-04-16 | 13F | Capstone Wealth Management Group LLC | 1.288 | -1,08 | 370 | -2,12 | ||||
| 2026-01-28 | 13F | Evergreen Private Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-02-14 | 13F | Berkshire Asset Management Llc/pa | 63.945 | -0,26 | 18.558 | -1,45 | ||||
| 2026-01-16 | 13F | FNY Investment Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-04 | 13F | L.m. Kohn & Company | 725 | -40,86 | 213 | -38,19 | ||||
| 2026-02-12 | 13F | Betterment LLC | 257.568 | 7,82 | 75 | 5,71 | ||||
| 2026-02-12 | 13F | Callan Family Office, LLC | 88.689 | 1.746,92 | 25.739 | 1.725,46 | ||||
| 2026-01-13 | 13F | Dakota Wealth Management | 33.385 | 245,42 | 9.689 | 241,40 | ||||
| 2026-02-12 | 13F | Triumph Capital Management | 476 | 0,85 | 138 | 0,00 | ||||
| 2026-02-09 | 13F | NWK Group, Inc. | 402 | 0,00 | 117 | -1,69 | ||||
| 2026-04-27 | 13F | Transcendent Capital Group LLC | 9.336 | 0,12 | 2.681 | -0,92 | ||||
| 2026-04-20 | 13F | Pathfinder Wealth Consulting, Inc. | 8.518 | 1,56 | 2.446 | 0,49 | ||||
| 2026-04-01 | 13F | First Financial Bank - Trust Division | 1.177 | 0,00 | 338 | -0,88 | ||||
| 2026-01-16 | 13F | Birchcreek Wealth Management, LLC | 2.164 | 0,05 | 628 | -1,10 | ||||
| 2026-01-29 | 13F | Verdence Capital Advisors LLC | 16.751 | 0,35 | 4.861 | -1,68 | ||||
| 2026-01-09 | 13F | Carr Financial Group Corp | 2.240 | 65,56 | 650 | 63,73 | ||||
| 2026-04-08 | 13F | Selby Wealth Management, LLC | 10.254 | -2,04 | 2.945 | -3,09 | ||||
| 2026-04-20 | 13F | Corundum Group, Inc. | 830 | -6,74 | 238 | -7,75 | ||||
| 2026-02-10 | 13F | Private Wealth Asset Management, LLC | 30.193 | -2,89 | 8.763 | -4,05 | ||||
| 2026-02-12 | 13F | Financial Network Wealth Management LLC | 2.630 | 4,49 | 1 | |||||
| 2026-02-03 | 13F | Alta Wealth Advisors LLC | 1.386 | 0,36 | 402 | -0,74 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 14.907 | 60,38 | 4.367 | 60,28 | ||||
| 2026-02-13 | 13F | Orleans Capital Management Corp/la | 900 | 0,00 | 261 | -1,14 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 15.138 | 3,21 | 4.347 | 2,14 | ||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 140.809 | 1,21 | 41.254 | 0,69 | ||||
| 2025-11-18 | 13F | Apexium Financial, Lp | 1.585 | 0,13 | 467 | 5,18 | ||||
| 2026-01-20 | 13F | Sovran Advisors, LLC | 10.139 | -0,25 | 3.055 | 3,77 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 15.264 | 3,41 | 4.384 | 2,33 | ||||
| 2026-04-13 | 13F | Chesley Taft & Associates LLC | 31.971 | 2,50 | 9.181 | 1,43 | ||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 7.336 | 2.107 | ||||||
| 2026-04-27 | 13F | Portland Financial Advisors Inc | 7.988 | -0,62 | 2.294 | -1,67 | ||||
| 2026-04-29 | 13F | Hubbell Strickland Wealth Management, LLC | 987 | 8,22 | 283 | 7,20 | ||||
| 2026-02-17 | 13F | Ehrenkranz Partners L.P. | 18.302 | 0,05 | 5.311 | -1,48 | ||||
| 2026-04-22 | 13F | Aspire Capital Advisors LLC | 60.123 | 63,53 | 17.266 | 61,82 | ||||
| 2026-02-05 | 13F | Disciplined Investments, LLC | 2.677 | 19,56 | 777 | 18,11 | ||||
| 2025-11-05 | 13F | Sensible Financial Planning & Management, LLC. | 10.684 | -2,36 | 3.138 | 2,52 | ||||
| 2026-04-28 | 13F | Bfsg, Llc | 1.393 | 6,50 | 400 | 5,28 | ||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 42.400 | 7,30 | 12.305 | 6,01 | ||||
| 2026-02-13 | 13F | Advisory Research Inc | 4.966 | 0,00 | 1.441 | -1,17 | ||||
| 2026-04-21 | 13F | Towneley Capital Management, Inc / DE | 775 | 0,39 | 222 | -0,45 | ||||
| 2026-02-13 | 13F | Johnson Investment Counsel Inc | 0 | -100,00 | 0 | |||||
| 2026-01-08 | 13F | Gryphon Financial Partners LLC | 3.071 | 13,83 | 891 | 12,50 | ||||
| 2026-02-17 | 13F | Vista Investment Management | 5.503 | -0,86 | 1.597 | -2,02 | ||||
| 2026-02-12 | 13F | Bradley Foster & Sargent Inc/ct | 28.915 | 4,30 | 8.392 | 3,05 | ||||
| 2026-01-26 | 13F | Cm Wealth Advisors Llc | 9.100 | 0,00 | 2.641 | -1,53 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 3.808 | 1,63 | 1.094 | 0,55 | ||||
| 2026-02-13 | 13F | South Plains Financial, Inc. | 7.632 | 0,00 | 2.215 | -1,20 | ||||
| 2026-04-17 | 13F | Integrated Capital Management, LLC | 94.222 | 39,47 | 27.059 | 38,01 | ||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 4.714 | 11,47 | 1.354 | 10,27 | ||||
| 2026-04-15 | 13F | City Holding Co | 18.730 | 4,95 | 5.379 | 3,84 | ||||
| 2026-01-23 | 13F | Capital Planning LLC | 34.259 | 1,98 | 10.025 | 1,24 | ||||
| 2026-02-17 | 13F | Matrix Private Capital Group Llc | 3.523 | 1,44 | 1.022 | -0,10 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 13.473 | -4,70 | 3.869 | -5,70 | ||||
| 2026-04-28 | 13F | Canvas Wealth Advisors, LLC | 1.312 | -6,22 | 377 | -7,16 | ||||
| 2026-04-14 | 13F | Regent Peak Wealth Advisors LLC | 1.188 | -2,86 | 341 | -3,94 | ||||
| 2026-04-13 | 13F | Gibraltar Capital Management, Inc. | 45.657 | 6,78 | 13.112 | 5,66 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 998 | -4,68 | 287 | -5,61 | ||||
| 2026-02-03 | 13F | Ballentine Partners, LLC | 65.350 | -0,01 | 18.966 | -1,21 | ||||
| 2026-01-29 | 13F | ProVise Management Group, LLC | 99.462 | 1,08 | 28.866 | -0,14 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 192.490 | 22,63 | 55.871 | 21,16 | ||||
| 2026-04-24 | 13F | FRG Family Wealth Advisors LLC | 1.369 | 0,00 | 393 | -1,01 | ||||
| 2026-04-14 | 13F | American State Bank (Iowa) | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Guyasuta Investment Advisors Inc | 3.693 | 13,42 | 1.061 | 12,17 | ||||
| 2025-11-12 | 13F | Transce3nd, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Moneta Group Investment Advisors Llc | 2.357.405 | 6,34 | 684.166 | 5,06 | ||||
| 2026-04-08 | 13F | LifeGuide Financial Advisors, LLC | 1.364 | 0,00 | 392 | -2,01 | ||||
| 2026-04-16 | 13F | Waystone Advisors Llc | 5.277 | 29,62 | 1.515 | 28,28 | ||||
| 2026-04-28 | 13F | DGS Capital Management, LLC | 1.386 | 18,97 | 398 | 17,75 | ||||
| 2025-11-12 | 13F | Park Square Financial Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 3.510 | -2,42 | 1.008 | -3,45 | ||||
| 2026-02-04 | 13F | Objective Capital Management, LLC | 11.393 | 0,10 | 3.307 | -1,11 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 2.572 | 90,94 | 738 | 89,23 | ||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 3.345 | -0,39 | 961 | -1,44 | ||||
| 2026-02-12 | 13F | RMR Capital Management, LLC | 5.783 | -7,88 | 1.678 | -9,00 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 3.477 | 1.009 | ||||||
| 2026-04-07 | 13F | Cooper Financial Group | 937 | 1,63 | 269 | 0,37 | ||||
| 2026-02-11 | 13F | Winnow Wealth Llc | 60 | 17 | ||||||
| 2026-01-21 | 13F | Culbertson A N & Co Inc | 23.400 | -0,22 | 6.791 | -1,41 | ||||
| 2026-02-11 | 13F | Liberty Square Wealth Partners Llc | 4.069 | -0,22 | 1.181 | -1,42 | ||||
| 2026-02-05 | 13F | Plante Moran Financial Advisors, LLC | 3.914 | -7,71 | 1.136 | -8,84 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 11.520 | -6,02 | 3.308 | -7,00 | ||||
| 2026-04-29 | 13F | Garde Capital, Inc. | 3.261 | 5,30 | 936 | 4,23 | ||||
| 2026-02-13 | 13F | B & T Capital Management DBA Alpha Capital Management | 4.109 | -21,43 | 1.192 | -22,40 | ||||
| 2026-02-17 | 13F | Maripau Wealth Management Llc | 768 | 223 | ||||||
| 2026-02-02 | 13F | Headinvest, Llc | 28.410 | -0,02 | 8.245 | -1,21 | ||||
| 2026-01-21 | 13F | Snider Financial Group | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | First Financial Bankshares Inc | 883 | 14,38 | 256 | 13,27 | ||||
| 2026-02-06 | 13F | Red Wave Investments LLC | 37.866 | 0,74 | 10.989 | -0,46 | ||||
| 2026-04-20 | 13F | Values Added Financial LLC | 2.181 | -10,28 | 626 | -11,21 | ||||
| 2026-04-20 | 13F | Morton Brown Family Wealth, LLC | 53 | 0,00 | 15 | 0,00 | ||||
| 2026-02-17 | 13F | Regal Investment Advisors LLC | 17.843 | 20,94 | 5.178 | 19,50 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Partners, LLC | 1.489 | 2,13 | 428 | 0,95 | ||||
| 2026-01-23 | 13F | Financial Connections Group, Inc. | 191 | -6,83 | 0 | |||||
| 2026-01-30 | 13F | Catalytic Wealth RIA, LLC | 10.167 | -35,81 | 2.951 | -36,59 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 107.901 | 16,07 | 32.281 | 18,23 | ||||
| 2026-04-07 | 13F | Eastern Bank | 2.092 | -3,10 | 601 | -4,15 | ||||
| 2026-04-24 | 13F | ERn Financial, LLC | 7.468 | -7,14 | 2.145 | -8,10 | ||||
| 2026-02-05 | 13F | Pacitti Group Inc. | 1.902 | 0,21 | 552 | -1,25 | ||||
| 2026-04-22 | 13F | My Personal CFO, LLC | 10.486 | -9,43 | 3.011 | -10,39 | ||||
| 2026-02-12 | 13F | Burke & Herbert Bank & Trust Co | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Security National Bank Of So Dak | 2.177 | 0,00 | 632 | -1,25 | ||||
| 2026-04-15 | 13F | ARS Wealth Advisors Group, LLC | 1.118 | 4,49 | 321 | 3,23 | ||||
| 2026-02-14 | 13F | New Insight Wealth Advisors | 53.768 | 4,48 | 15.605 | 3,23 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 69.834 | 8,22 | 20.055 | 7,08 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 10.386 | 7,16 | 3.014 | 5,90 | ||||
| 2026-04-23 | 13F | Hillman Co | 59.730 | 0,00 | 17.153 | -1,04 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 92.791 | -0,91 | 26.648 | -1,94 | ||||
| 2026-04-17 | 13F | Cora Capital Advisors Llc | 1.746 | -11,19 | 501 | -12,11 | ||||
| 2026-04-23 | 13F | Kagan Cocozza Asset Management | 25.733 | 1,19 | 7.390 | 0,14 | ||||
| 2026-02-11 | 13F | FLC Capital Advisors | 8.487 | -73,82 | 2.463 | -74,13 | ||||
| 2026-04-14 | 13F | BSW Wealth Partners | 1.817 | -0,22 | 522 | -1,33 | ||||
| 2026-04-17 | 13F | Robbins Farley Llc | 4 | 0,00 | 1 | 0,00 | ||||
| 2026-02-06 | 13F | Pathway Financial Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | TruNorth Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Third View Private Wealth, LLC | 1.858 | 534 | ||||||
| 2026-02-04 | 13F | Strategic Family Wealth Counselors, L.L.C. | 11.517 | 4,51 | 3.400 | 5,00 | ||||
| 2026-01-16 | 13F | Omnia Family Wealth, LLC | 12.869 | -0,97 | 3.735 | -2,51 | ||||
| 2026-02-06 | 13F | VSM Wealth Advisory, LLC | 41.168 | -1,91 | 11.948 | -3,08 | ||||
| 2026-04-21 | 13F | BCS Private Wealth Management, Inc. | 5.617 | 0,00 | 1.613 | -1,04 | ||||
| 2026-02-17 | 13F | Carret Asset Management, Llc | 783 | 1,56 | 227 | 0,44 | ||||
| 2026-04-09 | 13F | Allodium Investment Consultants, LLC | 1.448 | -4,42 | 416 | -5,47 | ||||
| 2026-02-12 | 13F | Aberdeen Wealth Management LLC | 2.332 | 58,64 | 677 | 56,84 | ||||
| 2026-04-27 | 13F | PAX Financial Group, LLC | 16.018 | -10,77 | 4.600 | -11,73 | ||||
| 2026-02-13 | 13F | Heritage Wealth Advisors | 8.264 | -4,12 | 2.399 | -5,25 | ||||
| 2026-02-11 | 13F | Cornerstone Financial Group, LLC /NE/ | 7.874 | 303,38 | 2.285 | 298,78 | ||||
| 2026-02-12 | 13F | Sand Hill Global Advisors, LLC | 8.497 | -0,14 | 2.466 | -1,36 | ||||
| 2026-03-04 | 13F | Henson-Edgewater Management, LLC | 36.770 | 10.671 | ||||||
| 2026-04-23 | 13F | TFC Financial Management | 4.176 | 0,29 | 1.199 | -0,75 | ||||
| 2026-04-13 | 13F | Breachway Investments LLC | 1.217 | -0,49 | 352 | -0,85 | ||||
| 2026-04-29 | 13F | Childress Capital Advisors, Llc | 712 | 204 | ||||||
| 2026-02-11 | 13F | Gateway Wealth Partners, LLC | 1.241 | 38,04 | 360 | 36,36 | ||||
| 2026-02-06 | 13F | Midwestern Financial, LLC /IA | 7.895 | 18,88 | 2.291 | 17,49 | ||||
| 2026-02-13 | 13F | Strategies Wealth Advisors, LLC | 4.510 | 8,70 | 1.309 | 7,39 | ||||
| 2026-01-20 | 13F | Wall Street Access Asset Management, LLC | 4.360 | 2,90 | 1.265 | 1,69 | ||||
| 2026-04-16 | 13F | Tactive Advisors, LLC | 4.390 | -1,44 | 1.261 | -2,48 | ||||
| 2026-02-12 | 13F | Empower Advisory Group, LLC | 13.626 | 35,35 | 3.955 | 33,76 | ||||
| 2026-04-09 | 13F | Taylor & Morgan Wealth Management, LLC | 4.938 | -1,65 | 1.418 | -2,68 | ||||
| 2026-04-16 | 13F | Genesis Private Wealth, Llc | 17.930 | 1,25 | 5.149 | 0,18 | ||||
| 2026-01-21 | 13F | Brooklyn FI, LLC | 776 | -97,24 | 225 | -97,06 | ||||
| 2026-01-28 | 13F | Mystic Asset Management, Inc. | 21.246 | -1,05 | 6.166 | -2,22 | ||||
| 2026-04-22 | 13F | Straight Path Wealth Management | 720 | 207 | ||||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 2.304.639 | -0,64 | 668.852 | -1,83 | ||||
| 2026-02-17 | 13F | Blair William & Co/il | 128.784 | 2,86 | 37.376 | 1,63 | ||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 10.941 | -1,02 | 3.142 | -2,06 | ||||
| 2026-02-11 | 13F | Montis Financial, LLC | 6.757 | -5,59 | 1.961 | -6,71 | ||||
| 2025-11-12 | 13F | Ballast Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Boston Family Office Llc | 9.964 | 2,12 | 3 | 0,00 | ||||
| 2026-01-23 | 13F | Transcend Wealth Collective, Llc | 8.373 | -10,61 | 2.430 | -11,67 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 1.281 | 23,41 | 368 | 21,93 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 726 | 209 | ||||||
| 2025-11-04 | 13F | Gimbal Financial | 1.252 | 0,00 | 368 | 4,86 | ||||
| 2026-02-03 | 13F | Buck Wealth Strategies, LLC | 68.896 | -22,12 | 19.995 | -23,05 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 711.503 | 3,87 | 206.509 | 2,63 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 514.389 | -1,32 | 147.722 | -2,35 | ||||
| 2026-02-06 | 13F | Entrust Financial Llc | 406 | 118 | ||||||
| 2026-02-03 | 13F | Diversify Wealth Management, Llc | 40.214 | 14,24 | 12.041 | 17,96 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 31.200 | 8,85 | 8.960 | 7,72 | ||||
| 2026-01-27 | 13F | Evergreen Capital Management Llc | 6.365 | 0,58 | 1.847 | -0,97 | ||||
| 2026-02-17 | 13F | Select Equity Group, L.P. | 29.726 | 8.627 | ||||||
| 2026-02-17 | 13F | Zacks Investment Management | 1.412 | 20,58 | 410 | 18,90 | ||||
| 2026-04-09 | 13F | Mechanics Bank Trust Department | 717 | 0,00 | 206 | -1,44 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 49.901 | 5,03 | 14.331 | 3,93 | ||||
| 2026-02-10 | 13F | Bbr Partners, Llc | 23.044 | 7,53 | 6.688 | 6,23 | ||||
| 2026-01-26 | 13F | Roof Eidam & Maycock/adv | 49.558 | -0,37 | 14.383 | -1,57 | ||||
| 2026-04-07 | 13F | Abacus Planning Group, Inc. | 830 | 0,00 | 238 | -0,83 | ||||
| 2026-04-21 | 13F | Welch Group, LLC | 2.469 | -16,08 | 709 | -16,88 | ||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 1.163 | 0,00 | 334 | -1,19 | ||||
| 2026-04-23 | 13F | Fairman Group, LLC | 669 | 0,30 | 192 | -0,52 | ||||
| 2026-01-28 | 13F | Wealth Management Nebraska | 2.214 | 3,02 | 643 | 1,74 | ||||
| 2026-02-10 | 13F | Main Management LLC | 773 | 68,41 | 0 | |||||
| 2026-04-17 | 13F | Richards, Merrill & Peterson, Inc. | 1.597 | 2,24 | 459 | 1,10 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 2.094 | 0,77 | 601 | -0,33 | ||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 9.133 | 2.623 | ||||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 310 | 0,32 | 89 | -1,12 | ||||
| 2026-04-27 | 13F | Integrity Wealth Partners, LLC | 2.809 | 807 | ||||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 62.756 | 5,52 | 18.022 | 4,41 | ||||
| 2026-01-30 | 13F | Kiker Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Fiduciary Group LLC | 878 | -22,71 | 255 | -23,72 | ||||
| 2026-02-17 | 13F | Windsor Advisory Group, LLC | 687 | 199 | ||||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 14.345 | 1,51 | 4.120 | 0,46 | ||||
| 2026-04-20 | 13F | New Hampshire Trust | 178.603 | 1,33 | 51.291 | 0,27 | ||||
| 2026-02-03 | 13F | Anfield Capital Management, LLC | 267 | 0,00 | 77 | -1,28 | ||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 10.813 | 54,85 | 3.138 | 53,00 | ||||
| 2026-03-12 | 13F | Winthrop Partners - Wny, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Gateway Investment Advisers Llc | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Vaughan Nelson Investment Management, L.p. | 80 | 0,00 | 23 | -4,35 | ||||
| 2026-02-06 | 13F | Prevail Innovative Wealth Advisors, Llc | 1.056 | 3,12 | 306 | 2,00 | ||||
| 2026-02-17 | 13F | Perritt Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2026-03-09 | 13F | Lifetime Wealth Management P.C. | 14 | 704 | ||||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 4.213 | -0,02 | 1.210 | -1,06 | ||||
| 2026-02-10 | 13F | CIBC World Markets Inc. | 3.978 | -2,62 | 1.154 | -3,75 | ||||
| 2026-04-23 | 13F | Next Level Private LLC | 6.670 | 0,06 | 1.916 | -0,98 | ||||
| 2026-02-11 | 13F | First American Trust, Fsb | 4.748 | 1.378 | ||||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 3.558 | 0,00 | 1.022 | -1,07 | ||||
| 2026-02-11 | 13F | Daner Wealth Management, LLC | 33.255 | -1,61 | 10.048 | 2,81 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 12.635 | 8,95 | 3.628 | 5,80 | ||||
| 2026-02-13 | 13F | Kirtland Hills Capital Management, Llc | 2.647 | 3,28 | 768 | 2,13 | ||||
| 2026-01-16 | 13F | Beaumont Financial Advisors, LLC | 7.894 | 14,62 | 2.291 | 13,30 | ||||
| 2026-04-21 | 13F | Everpar Advisors Llc | 1.051 | 22,35 | 302 | 20,88 | ||||
| 2026-04-13 | 13F | Affinity Capital Advisors, LLC | 8.685 | 8,58 | 2.494 | 7,45 | ||||
| 2026-02-13 | 13F | Fiduciary Trust Co | 9.275 | 0,23 | 2.692 | -0,99 | ||||
| 2026-02-05 | 13F | Legacy Financial Group LLC | 18.152 | 3,65 | 5.410 | 5,17 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 39.782 | -1,39 | 11.545 | -2,57 | ||||
| 2026-04-03 | 13F | Hickory Point Bank & Trust | 1.700 | 0,00 | 488 | -1,01 | ||||
| 2026-04-17 | 13F | Watershed Private Wealth Llc | 5.331 | -18,96 | 1.531 | -19,85 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 2.121 | 55,16 | 609 | 53,79 | ||||
| 2026-04-28 | 13F | Umpqua Bank | 1.303 | 2,60 | 374 | 1,63 | ||||
| 2026-04-20 | 13F | Segment Wealth Management, LLC | 8.338 | 0,00 | 2.394 | -1,03 | ||||
| 2026-02-03 | 13F | Harel Insurance Investments & Financial Services Ltd. | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | General Partner, Inc. | 29 | 0,00 | 8 | 0,00 | ||||
| 2025-11-12 | 13F | Bellwether Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Private Management Group Inc | 1.692 | 0,00 | 491 | -1,21 | ||||
| 2026-04-28 | 13F | BLB&B Advisors, LLC | 158.306 | -1,56 | 45.462 | -2,59 | ||||
| 2026-01-30 | 13F | Opus Capital Group, LLC | 1.551 | -4,44 | 0 | |||||
| 2026-02-13 | 13F | Evelyn Partners Asset Management Ltd | 21.391 | 12,86 | 6.208 | 11,51 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 2.601 | -14,89 | 747 | -15,80 | ||||
| 2026-01-22 | 13F | Richardson Financial Services Inc. | 446 | 2,06 | 129 | 0,78 | ||||
| 2026-04-21 | 13F | James Reed Financial Services, Inc. | 52.181 | -3,68 | 14.985 | -4,69 | ||||
| 2026-02-04 | 13F | One Day In July LLC | 1.305 | 18,42 | 379 | 17,03 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 209.756 | -5,21 | 60.238 | -6,20 | ||||
| 2026-01-21 | 13F | Prime Capital Investment Advisors, LLC | 25.782 | -1,95 | 7.482 | -3,12 | ||||
| 2026-02-09 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 3.577 | 94,72 | 1.038 | 91,87 | ||||
| 2026-02-03 | 13F | Ballast, Inc. | 138.025 | 0,98 | 40.058 | -0,23 | ||||
| 2026-02-04 | 13F | Financial Alternatives, Inc | 2.486 | 17,82 | 721 | 16,48 | ||||
| 2026-04-23 | 13F | Macco Financial Group, Inc. | 13.737 | -11,33 | 3.945 | -12,28 | ||||
| 2026-02-10 | 13F | Measured Wealth Private Client Group, LLC | 1.642 | -60,76 | 477 | -61,27 | ||||
| 2026-04-27 | 13F | Insight Inv LLC | 194 | 1,57 | 56 | 0,00 | ||||
| 2026-02-13 | 13F | S&t Bank/pa | 1.365 | -1,52 | 396 | -2,70 | ||||
| 2026-02-04 | 13F | WealthTrust Asset Management, LLC | 11.859 | 3.442 | ||||||
| 2026-02-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 36.919 | 269,63 | 11 | 400,00 | ||||
| 2025-11-07 | 13F | TT Capital Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 330 | 0,00 | 95 | -1,05 | ||||
| 2026-04-27 | 13F | Kelman-Lazarov, Inc. | 3.304 | 0,09 | 949 | -1,04 | ||||
| 2026-02-10 | 13F | Disciplined Investors, L.L.C. | 1.130 | 0,53 | 328 | -0,91 | ||||
| 2026-04-07 | 13F | GK Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Investment Partners, Ltd. | 9.396 | 0,77 | 2.727 | -0,44 | ||||
| 2026-02-10 | 13F | Godfrey Financial Associates, Inc. | 3 | 1 | ||||||
| 2026-02-13 | 13F | Bragg Financial Advisors, Inc | 7.404 | -0,08 | 2.149 | -1,29 | ||||
| 2026-04-13 | 13F | TL Private Wealth | 121.677 | -2,68 | 36.102 | -3,32 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 20.925 | -6,06 | 6.091 | -6,57 | ||||
| 2026-01-27 | 13F | Elevated Capital Advisors, LLC | 317 | 92 | ||||||
| 2026-02-13 | 13F | Fort Point Capital Partners LLC | 37.310 | -6,72 | 11.240 | -4,66 | ||||
| 2026-02-13 | 13F | C M Bidwell & Associates Ltd | 638 | 0,16 | 185 | -1,07 | ||||
| 2026-02-10 | 13F | Hazlett, Burt & Watson, Inc. | 425 | 29,57 | 0 | |||||
| 2026-02-12 | 13F | Wood Tarver Financial Group, LLC | 7.312 | -4,02 | 2 | 0,00 | ||||
| 2025-11-13 | 13F | AlphaStar Capital Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-10 | 13F | Keyvantage Wealth, Llc | 30.210 | 8,05 | 8.768 | 6,76 | ||||
| 2026-04-22 | 13F | Hurlow Wealth Management Group, Inc. | 4.311 | 0,00 | 1.238 | -1,04 | ||||
| 2026-01-16 | 13F | Legacy Capital Wealth Partners, LLC | 7.035 | -0,38 | 385 | -1,29 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 5.108 | -20,09 | 1.435 | -22,70 | ||||
| 2025-11-03 | 13F | Stonegate Investment Group, LLC | 13.280 | 5,59 | 3.901 | 10,83 | ||||
| 2026-02-13 | 13F | Atlas Capital Advisors Llc | 6.756 | 31,49 | 1.961 | 36,40 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 32.272 | -5,12 | 9.268 | -6,12 | ||||
| 2026-04-06 | 13F | IFS Advisors, LLC | 24.945 | 4,74 | 7.164 | 3,65 | ||||
| 2026-02-13 | 13F | WealthTrust Axiom LLC | 746 | 0,00 | 216 | -1,37 | ||||
| 2026-04-29 | 13F | Ascent Advisors, LLC | 5.398 | 1.550 | ||||||
| 2026-02-13 | 13F | Abbot Financial Management, Inc. | 9.242 | -1,63 | 2.682 | -2,79 | ||||
| 2026-04-10 | 13F | Charles Schwab Trust Co | 12.286 | -7,53 | 3.528 | -8,48 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 7.076 | -0,04 | 2.100 | 2,19 | ||||
| 2026-04-20 | 13F | Godsey & Gibb Associates | 751 | -5,53 | 216 | -6,52 | ||||
| 2026-02-04 | 13F | Bailard, Inc. | 40.041 | 0,06 | 11.621 | -1,14 | ||||
| 2026-01-23 | 13F | Keener Financial Planning LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Newman Dignan & Sheerar, Inc. | 14.603 | -4,51 | 4.194 | -5,52 | ||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 24.413 | -2,95 | 7.085 | -4,02 | ||||
| 2026-02-13 | 13F | Haverford Trust Co | 10.417 | 4,41 | 3.023 | 3,17 | ||||
| 2026-01-15 | 13F | Jaffetilchin Investment Partners, LLC | 2.263 | 12,42 | 657 | 11,00 | ||||
| 2026-04-29 | 13F | Red Crane Wealth Management, Llc | 14.342 | -3,00 | 4.119 | -4,03 | ||||
| 2026-01-22 | 13F | Brookwood Investment Group LLC | 2.944 | 0,96 | 854 | -0,23 | ||||
| 2026-04-27 | 13F | S.A. Mason LLC | 21.693 | 7,63 | 6.230 | 6,50 | ||||
| 2026-02-10 | 13F | Riverpoint Wealth Management Holdings, LLC | 172.259 | 2,25 | 49.993 | 1,02 | ||||
| 2026-04-27 | 13F | TABR Capital Management, LLC | 3.830 | -5,36 | 1.100 | -6,39 | ||||
| 2026-01-29 | 13F | Ashton Thomas Private Wealth, LLC | 130.935 | 3,04 | 38.000 | 1,45 | ||||
| 2026-04-08 | 13F | Wealthspan Partners, Llc | 17.358 | 0,45 | 4.985 | -0,62 | ||||
| 2026-02-12 | 13F | Providence Capital Advisors, LLC | 1.187 | -2,86 | 344 | -3,91 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 384.681 | -5,59 | 110 | -6,78 | ||||
| 2026-02-10 | 13F | Virtue Asset Management Llc | 10.278 | 0,54 | 2.983 | -0,67 | ||||
| 2026-02-13 | 13F | Oxford Financial Group Ltd | 6.628 | -11,44 | 1.924 | -12,51 | ||||
| 2026-04-14 | 13F | Approach Retirement Advisors, LLC | 1.211 | 0,25 | 348 | -0,86 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 21.472 | -4,92 | 6.231 | -6,06 | ||||
| 2026-02-12 | 13F | Federation des caisses Desjardins du Quebec | 16.285 | 7,93 | 4.726 | 6,66 | ||||
| 2026-04-08 | 13F | Gainplan LLC | 1.643 | -84,37 | 472 | -84,56 | ||||
| 2026-04-09 | 13F | Silvia Mccoll Wealth Management, Llc | 3.399 | 0,00 | 976 | -1,01 | ||||
| 2026-02-04 | 13F | Purkiss Capital Advisors LLC | 2.215 | 3,02 | 643 | 1,74 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 20.176 | 27,63 | 5.794 | 26,31 | ||||
| 2026-02-17 | 13F | Miller Capital Partners, Inc. | 3.273 | 950 | ||||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 1.750 | -0,40 | 503 | -3,46 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 59.116 | 7,23 | 17.643 | 8,21 | ||||
| 2026-02-05 | 13F | Berkeley Capital Partners, LLC | 17.393 | 0,39 | 5.048 | -0,83 | ||||
| 2026-04-17 | 13F | Burns J W & Co Inc/ny | 750 | 0,00 | 215 | -0,92 | ||||
| 2026-01-23 | 13F | Optima Capital Llc | 4.928 | -41,06 | 1.430 | -41,85 | ||||
| 2026-01-23 | 13F | Ogorek Anthony Joseph /ny/ /adv | 119 | 0,00 | 0 | |||||
| 2026-02-03 | 13F | LJI Wealth Management, LLC | 4.525 | -2,69 | 1.313 | -3,81 | ||||
| 2026-01-28 | 13F | Omega Financial Group, LLC | 4.246 | -0,40 | 1.232 | -1,60 |
